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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

CMI holding history

Cummins Inc in every 13F filed by Beacon Pointe Advisors, 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)
13,411
Value
$9.56M
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of CMI by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,411$9.56M<0.1%−309−2.3%ReducedHolders
Q1 202613,720$7.38M<0.1%+1,927+16.3%AddedHolders
Q4 202511,793$6.02M<0.1%+871+8.0%AddedHolders
Q3 202510,922$4.61M<0.1%−2,875−20.8%ReducedHolders
Q2 202513,797$4.52M<0.1%+36+0.3%AddedHolders
Q1 202513,761$4.31M<0.1%−484−3.4%ReducedHolders
Q4 202414,245$4.97M0.1%−114−0.8%ReducedHolders
Q3 202414,359$4.65M0.1%−486−3.3%ReducedHolders
Q2 202414,845$4.11M<0.1%−833−5.3%ReducedHolders
Q1 202415,678$4.62M0.1%−1,211−7.2%ReducedHolders
Q4 202316,889$4.05M<0.1%−769−4.4%ReducedHolders
Q3 202317,658$4.03M0.1%+1,108+6.7%AddedHolders
Q2 202316,550$4.06M0.1%−665−3.9%ReducedHolders
Q1 202317,215$4.11M0.1%+454+2.7%AddedHolders
Q4 202216,761$4.06M0.1%−1,624−8.8%ReducedHolders
Q3 202218,385$3.73M0.1%+785+4.5%AddedHolders
Q2 202217,600$3.41M0.1%+1,232+7.5%AddedHolders
Q1 202216,368$3.36M<0.1%+15,040+1,132.5%AddedHolders
Q4 20211,328$290.0K<0.1%−12,248−90.2%ReducedHolders
Q3 202113,576$3.05M0.1%+12,636+1,344.3%AddedHolders
Q2 2021940$229.0K<0.1%+940NewHolders