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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CMI holding history

Cummins Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMI overviewAll 13F holders of CMIFull Q2 2026 holdings

Shares (Q2 2026)
91,743
Value
$65.4M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CMI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202691,743$65.4M<0.1%+7,006+8.3%AddedHolders
Q1 202684,737$45.6M<0.1%+8,846+11.7%AddedHolders
Q4 202575,891$38.7M<0.1%+4,702+6.6%AddedHolders
Q3 202571,189$30.1M<0.1%+3,373+5.0%AddedHolders
Q2 202567,816$22.2M<0.1%+357+0.5%AddedHolders
Q1 202567,459$21.1M<0.1%+4,037+6.4%AddedHolders
Q4 202463,422$22.1M<0.1%+2,426+4.0%AddedHolders
Q3 202460,996$19.7M<0.1%+203+0.3%AddedHolders
Q2 202460,793$16.8M<0.1%−1,688−2.7%ReducedHolders
Q1 202462,481$18.4M<0.1%+1,561+2.6%AddedHolders
Q4 202360,920$14.6M<0.1%+1,409+2.4%AddedHolders
Q3 202359,511$13.6M<0.1%+29,891+100.9%AddedHolders
Q2 202329,620$7.26M<0.1%+314+1.1%AddedHolders
Q1 202329,306$7.00M<0.1%−1,158−3.8%ReducedHolders
Q4 202230,464$7.38M<0.1%+4,404+16.9%AddedHolders
Q3 202226,060$5.30M<0.1%+772+3.1%AddedHolders
Q2 202225,288$4.89M<0.1%+3,189+14.4%AddedHolders
Q1 202222,099$4.53M<0.1%+422+1.9%AddedHolders
Q4 202121,677$4.73M<0.1%+501+2.4%AddedHolders
Q3 202121,176$4.75M<0.1%+396+1.9%AddedHolders
Q2 202120,780$5.07M<0.1%−516−2.4%ReducedHolders
Q1 202121,296$5.52M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.