Opinicus Capital’s Cummins CMI Stock Holding History

Opinicus Capital’s Portfolio CMI Stock Details CMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$412K	Buy	+578	New	+$381K	0.22%	74

Other funds holding CMI

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Opinicus Capital's CMI Position: Q2 2026 in Review

Opinicus Capital opened a new position in Cummins (CMI) in Q2 2026: 578 shares worth $412K. The stake represents 0.22% of the portfolio and ranks #74 among its holdings.

886 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Opinicus Capital held 578 shares of Cummins worth $412K as of Q2 2026.
Cummins was a new Opinicus Capital position in Q2 2026.
Cummins made up 0.22% of Opinicus Capital's portfolio in Q2 2026, its #74 holding.
886 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Opinicus Capital's 13F filing for Q2 2026, filed 27 Jul 2026.