$CMI is held by 36 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.54%, with an average of 0.23% of portfolio. Largest holder: Semper Augustus Investments Group LLC at 2.54%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
CUMMINS INC
13F holders
1,915
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
1trades
Convergence
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Institutional holders
Top 10 of 1,915 · Source: 13F-HR01
Axa S.a.
—
—
02
State Street
—
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03
TB Capital Gestao de Recursos Ltda.
—
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04
Citizens Financial Group INC
—
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05
Barrow Hanley Mewhinney & Strauss LLC
—
—
06
Generation Investment Management LLP
—
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07
Hall Capital Management Co. Inc.
—
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08
State Farm Mutual Automobile Insurance Co.
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09
Exor N.V.
—
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10
ProShare Advisors LLC
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
36 holders · Q1 202601
Semper Augustus Investments Group LLC
2.54% held
α +11.6pts
02
Sara-Bay Financial
0.98% held
α +22.0pts
03
Delta Financial Advisors LLC
0.87% NEW
α +18.1pts
04
Linscomb Wealth, Inc.
0.67% NEW
α +32.6pts
05
Corsicana & Co.
0.49% held
α +20.0pts
06
ELCO Management Co., LLC
0.37% NEW
α +10.8pts
07
Beverly Hills Private Wealth, LLC
0.32% NEW
α +10.4pts
08
Voloridge Investment Management, LLC
0.23% NEW
α +15.5pts
09
Independent Solutions Wealth Management, LLC
0.23% NEW
α +19.1pts
10
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.18% NEW
α +27.5pts
11
Erste Asset Management GmbH
0.17% NEW
α +33.4pts
12
Fulton Bank, N.a.
0.14% NEW
α +23.8pts
13
Oxford Asset Management LLP
0.13% NEW
α +10.3pts
14
Aigen Investment Management, LP
0.12% NEW
α +50.5pts
15
New Age Alpha Advisors, LLC
0.12% NEW
α +10.8pts
16
Nisa Investment Advisors, LLC
0.12% held
α +16.6pts
17
New England Professional Planning Group Inc.
0.11% NEW
α +25.4pts
18
WINTON GROUP Ltd
0.07% held
α +27.0pts
19
Banco Santander, S.A.
0.07% held
α +12.6pts
20
Fruth Investment Management
0.06% held
α +79.5pts
21
Principal Securities, Inc.
0.05% held
α +21.3pts
22
Svb Wealth LLC
0.04% held
α +29.6pts
23
Citigroup Inc.
0.03% held
α +26.3pts
24
Johnson Financial Group, Inc.
0.03% held
α +14.7pts
25
RFG Advisory, LLC
0.02% held
α +16.2pts
26
Bradley Foster & Sargent INC
0.02% held
α +11.1pts
27
Venture Visionary Partners LLC
0.02% held
α +10.3pts
28
Quarry LP
0.02% held
α +10.6pts
29
Wellington Management Group LLP
0.01% held
α +10.5pts
30
Greenwich Wealth Management LLC
0.01% held
α +12.7pts
31
Choate Investment Advisors
0.01% held
α +13.8pts
32
Pittenger & Anderson Inc.
0.01% held
α +21.3pts
33
Level Financial Advisors
0.01% held
α +30.9pts
34
BIT Capital GmbH
0.01% held
α +18.3pts
35
Costello Asset Management, INC
0.01% held
α +14.3pts
36
CV Advisors LLC
0.00% held
α +29.1pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $CMI in the recent window.
Congress trades · last 90 days
17 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $CMI lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $CMI — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 13:42 UTC.