SEC 13F Intelligence

Valtrion Capital Management, LLC / CMI

Valtrion Capital Management, LLC’s Cummins Inc Position

Does Valtrion Capital Management, LLC own Cummins Inc (CMI)? Yes — 2.4K shares worth $1M (+1.22% of its 13F portfolio) as of Q1 2026, up from 2.4K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
2.4K
% of Portfolio
+1.22%
Quarters Held
4
currently held

Position History CMI

Reported value by quarter
Q2 ’25: $590,212Q2 ’25Q3 ’25: $765,998Q3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.4K$1M+1.22%
Q4 20252.4K$1M+1.21%
Q3 20251.8K$765,998+0.82%
Q2 20251.8K$590,212+0.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Valtrion Capital Management, LLC’s full portfolio or all institutional holders of CMI.