BUTENSKY & COHEN FINANCIAL SECURITY, INC CMI — CUMMINS INC COM

Ownership history in BUTENSKY & COHEN FINANCIAL SECURITY, INC  ·  28 quarters on record

AI Ownership Summary

BUTENSKY & COHEN FINANCIAL SECURITY, INC reported CUMMINS INC COM (CMI) in 28 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.86% in 2025 Q4. The latest visible filing shows CMI at 1.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CMI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BUTENSKY & COHEN FINANCIAL SECURITY, INC's position in CUMMINS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CMI was reported at 1.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.86% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CMI stock page BUTENSKY & COHEN FINANCIAL SECURITY, INC fund profile BUTENSKY & COHEN FINANCIAL SECURITY, INC full holdings
How BUTENSKY & COHEN FINANCIAL SECURITY, INC held CMI — position size vs. price
% of Fund (quarterly)    CMI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 10,279 -1,001 -8.9% 1.81% $7.3M 2026-07-10 $675.95
2026 Q1 REDUCED 16.3% +28.9% ❌ 11,280 -2,201 -16.3% 1.60% $6.1M 2026-04-09 $609.08
2025 Q4 REDUCED 8.3% +5.8% ❌ 13,481 -1,222 -8.3% 1.86% $6.9M 2026-01-13 $563.77
2025 Q3 REDUCED — — — 14,703 -243 -1.6% 1.73% $6.2M 2025-10-20 $409.56
2025 Q2 ADDED — — — 14,946 +92 +0.6% 1.46% $4.9M 2025-07-11 $333.48
2025 Q1 REDUCED — — — 14,854 -366 -2.4% 1.43% $4.7M 2025-04-11 $279.78
2024 Q4 REDUCED 7.0% -9.7% ✅ 15,220 -1,149 -7.0% 1.67% $5.3M 2025-01-15 $351.43
2024 Q3 REDUCED — — — 16,369 -120 -0.7% 1.57% $5.3M 2024-10-16 $323.60
2024 Q2 REDUCED — — — 16,489 -356 -2.1% 1.45% $4.6M 2024-07-11 $269.81
2024 Q1 REDUCED — — — 16,845 -127 -0.7% 1.55% $5.0M 2024-04-05 $287.99
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CMI

As of 2026 Q2 — sorted by position size

Two Point Capital Management, Inc. 3Y 7.92% Hamlin Capital Management, LLC 3Y 7Y 6.16% Eldred Rock Partners, LLC 4.11% Westhampton Capital, LLC 3Y 4.03% OLD REPUBLIC INTERNATIONAL CORP 3Y 7Y 3.19% Allen Mooney & Barnes Investment Advisors LLC 3.04% Wallington Asset Management, LLC 3Y 7Y 3.01% Dupree Financial Group, LLC 2.9% Sierra Legacy Group 2.89% Aull & Monroe Investment Management Corp 3Y 7Y 2.86%

FAQ About BUTENSKY & COHEN FINANCIAL SECURITY, INC and CMI

These are the practical questions this page is built to answer before you even open the full history table.

How long has BUTENSKY & COHEN FINANCIAL SECURITY, INC reported owning CMI?

BUTENSKY & COHEN FINANCIAL SECURITY, INC reported CMI across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CMI position in BUTENSKY & COHEN FINANCIAL SECURITY, INC's portfolio?

The largest reported portfolio weight for CMI was 1.86% in 2025 Q4.

What is the latest reported CMI position on this page?

The most recent filing on this page is 2026 Q2, when BUTENSKY & COHEN FINANCIAL SECURITY, INC reported 10,279 shares, equal to 1.81% of portfolio, with an estimated market value of $7.3M.

What does the chart on this CMI ownership page compare?

The chart compares BUTENSKY & COHEN FINANCIAL SECURITY, INC's quarterly CMI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BUTENSKY & COHEN FINANCIAL SECURITY, INC time their CMI position?

Based on 13F filing dates vs. subsequent CMI price moves, BUTENSKY & COHEN FINANCIAL SECURITY, INC correctly timed 15 out of 27 reported position changes (56%). The annualised alpha on CMI relative to SPY over the holding period was +9.0%.

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