SEC 13F Intelligence

Sfe Investment Counsel / CMI

Sfe Investment Counsel’s Cummins Inc Position

Does Sfe Investment Counsel own Cummins Inc (CMI)? Yes — 19.4K shares worth $10M (+1.64% of its 13F portfolio) as of Q1 2026, down from 22.7K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
19.4K
% of Portfolio
+1.64%
Quarters Held
30
currently held

Position History CMI

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $1MQ4 ’20: $1MQ4 ’20Q1 ’21: $1MQ2 ’21: $1MQ3 ’21: $1MQ4 ’21: $2MQ4 ’21Q1 ’22: $5MQ2 ’22: $5MQ3 ’22: $6MQ4 ’22: $6MQ4 ’22Q1 ’23: $6MQ2 ’23: $7MQ3 ’23: $6MQ4 ’23: $6MQ4 ’23Q1 ’24: $8MQ2 ’24: $7MQ3 ’24: $9MQ4 ’24: $9MQ4 ’24Q1 ’25: $8MQ2 ’25: $8MQ3 ’25: $10MQ4 ’25: $12MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.4K$10M+1.64%
Q4 202522.7K$12M+1.77%
Q3 202524.2K$10M+1.64%
Q2 202524.5K$8M+1.41%
Q1 202524.3K$8M+1.52%
Q4 202425.7K$9M+1.91%
Q3 202426.9K$9M+1.81%
Q2 202426.9K$7M+1.65%
Q1 202427.5K$8M+1.83%
Q4 202326.8K$6M+1.67%
Q3 202327.3K$6M+1.81%
Q2 202327.3K$7M+1.89%
Q1 202326.2K$6M+1.85%
Q4 202227.0K$6M+1.97%
Q3 202228.1K$6M+1.80%
Q2 202227.2K$5M+1.57%
Q1 202224.9K$5M+1.29%
Q4 20219.9K$2M+0.56%
Q3 20216.1K$1M+0.38%
Q2 20215.1K$1M+0.34%
Q1 20215.1K$1M+0.38%
Q4 20205.2K$1M+0.38%
Q3 20205.3K$1M+0.45%
Q2 202018.9K$3M+1.45%
Q1 202019.8K$3M+1.47%
Q4 201919.4K$3M+1.42%
Q3 201920.2K$3M+1.39%
Q2 201919.1K$3M+1.40%
Q1 201917.5K$3M+1.24%
Q4 201816.1K$2M+1.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sfe Investment Counsel’s full portfolio or all institutional holders of CMI.