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Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

CMI holding history

Cummins Inc in every 13F filed by Capital Analysts, LLC, 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)
703
Value
$502.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CMI by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026703$502.0K<0.1%−73−9.4%ReducedHolders
Q1 2026776$418.0K<0.1%+2+0.3%AddedHolders
Q4 2025774$396.0K<0.1%−60−7.2%ReducedHolders
Q3 2025834$353.0K<0.1%+51+6.5%AddedHolders
Q2 2025783$256.0K<0.1%00.0%UnchangedHolders
Q1 2025783$245.0K<0.1%+2+0.3%AddedHolders
Q4 2024781$272.0K<0.1%+108+16.0%AddedHolders
Q3 2024673$218.0K<0.1%+1+0.1%AddedHolders
Q2 2024672$186.0K<0.1%00.0%UnchangedHolders
Q1 2024672$198.0K<0.1%+1+0.1%AddedHolders
Q4 2023671$161.0K<0.1%00.0%UnchangedHolders
Q3 2023671$154.0K<0.1%+1+0.1%AddedHolders
Q2 2023670$164.0K<0.1%+79+13.4%AddedHolders
Q1 2023591$141.0K<0.1%+53+9.9%AddedHolders
Q4 2022538$131.0K<0.1%+85+18.8%AddedHolders
Q3 2022453$93.0K<0.1%+353+353.0%AddedHolders
Q2 2022100$19.0K<0.1%+1+1.0%AddedHolders
Q1 202299$20.0K<0.1%00.0%UnchangedHolders
Q4 202199$22.0K<0.1%+1+1.0%AddedHolders
Q3 202198$22.0K<0.1%+1+1.0%AddedHolders
Q2 202197$24.0K<0.1%−330−77.3%ReducedHolders
Q1 2021427$111.0K<0.1%––Holders

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