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XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

CMI holding history

Cummins Inc in every 13F filed by XML Financial, 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)
5,938
Value
$4.24M
% of portfolio
0.3%
Quarters held
19
Since Q3 2021
Holdings of CMI by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,938$4.24M0.3%−415−6.5%ReducedHolders
Q1 20266,353$3.42M0.3%−265−4.0%ReducedHolders
Q4 20256,618$3.38M0.3%−1,760−21.0%ReducedHolders
Q3 20258,378$3.54M0.3%−600−6.7%ReducedHolders
Q2 20258,978$2.94M0.3%−355−3.8%ReducedHolders
Q1 20259,333$2.93M0.3%−380−3.9%ReducedHolders
Q4 20249,713$3.39M0.3%−650−6.3%ReducedHolders
Q3 202410,363$3.36M0.3%−300−2.8%ReducedHolders
Q2 202410,663$2.95M0.3%−852−7.4%ReducedHolders
Q1 202411,515$3.39M0.3%−5,022−30.4%ReducedHolders
Q4 202316,537$3.96M0.4%+425+2.6%AddedHolders
Q3 202316,112$3.68M0.4%−100−0.6%ReducedHolders
Q2 202316,212$3.97M0.5%−50−0.3%ReducedHolders
Q1 202316,262$3.88M0.5%−100−0.6%ReducedHolders
Q4 202216,362$3.96M0.5%00.0%UnchangedHolders
Q3 202216,362$3.33M0.5%+16,362NewHolders
Q2 20220$00.0%−15,647−100.0%Sold outHolders
Q1 202215,647$3.21M0.4%+1,210+8.4%AddedHolders
Q4 202114,437$3.15M0.4%+575+4.1%AddedHolders
Q3 202113,862$3.11M0.4%+13,862NewHolders