Position in ROK
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$717
-$2,387 QoQ
Shares Held
2
-80.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026ATWOOD & PALMER INC holds $50,032,071 across 11 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
157,868 | $46,225,329 | |
| 2 | PH |
Parker-Hannifin Corp
|
2,286 | $2,235,982 | |
| 3 | EMR |
Emerson Electric Co
|
4,271 | $611,393 | |
| 4 | ETN |
Eaton Corp plc
|
769 | $327,686 | |
| 5 | GEV |
GE Vernova Inc.
|
260 | $305,463 | |
| 6 | OTIS |
Otis Worldwide Corp
|
3,825 | $273,870 | |
| 7 | AME |
Ametek Inc/
|
104 | $25,161 | |
| 8 | ITW |
Illinois Tool Works Inc
|
55 | $14,875 |
All Filings in ROK
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $717 | 2 | Shares | Sole | 2026-04-15 | |
| 2023-12-31 | $3,104 | 10 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,858 | 10 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $3,294 | 10 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,934 | 10 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,575 | 10 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,151 | 10 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,993 | 10 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $2,800 | 10 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,488 | 10 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $2,940 | 10 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,860 | 10 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,654 | 10 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||