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Secured Retirement Advisors’s Cummins CMI Stock Holding History

Secured Retirement Advisors’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 		$1.18M Buy
+1,655
New +$1.09M 0.61% 70
2025
Q2 		– Sell
-2,855
Closed -$895K – 119
2025
Q1 		$895K Buy
+2,855
New +$1.01M 0.58% 73

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Secured Retirement Advisors's CMI Position: Q2 2026 in Review

Secured Retirement Advisors opened a new position in Cummins (CMI) in Q2 2026: 1,655 shares worth $1.18M. The stake represents 0.61% of the portfolio and ranks #70 among its holdings. This is a return to the name: Secured Retirement Advisors previously reported a position in CMI as recently as Q1 2025.

Secured Retirement Advisors first reported a position in CMI in Q1 2025 and has held it in 2 quarters since. 457 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Secured Retirement Advisors held 1,655 shares of Cummins worth $1.18M as of Q2 2026.
  • Cummins was a new Secured Retirement Advisors position in Q2 2026.
  • Cummins made up 0.61% of Secured Retirement Advisors's portfolio in Q2 2026, its #70 holding.
  • Secured Retirement Advisors first reported a position in Cummins in Q1 2025 and has held it in 2 quarters since.
  • 457 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.