Position in ROK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$503,001
+$138,379 QoQ
Shares Held
1,016
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#918
of 1,527 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Welch & Forbes LLC holds $201,408,897 across 14 Specialty Industrial Machinery names. ROK ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYL |
Xylem Inc.
|
395,967 | $46,807,259 | |
| 2 | AOS |
Smith A O Corp
|
532,209 | $33,380,148 | |
| 3 | DOV |
DOVER Corp
|
142,893 | $32,048,042 | |
| 4 | CMI |
Cummins Inc
|
41,387 | $29,517,622 | |
| 5 | OTIS |
Otis Worldwide Corp
|
238,066 | $17,045,525 | |
| 6 | EMR |
Emerson Electric Co
|
111,601 | $15,975,683 | |
| 7 | GEV |
GE Vernova Inc.
|
10,672 | $12,538,105 | |
| 8 | ITW |
Illinois Tool Works Inc
|
22,109 | $5,979,821 |
All Filings in ROK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,001 | 1,016 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $364,622 | 1,016 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $395,295 | 1,016 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $355,122 | 1,016 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $337,484 | 1,016 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $289,385 | 1,120 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $240,920 | 843 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||