Position in ROK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,214,616
+$1,388,078 QoQ
Shares Held
8,513
+8.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#420
of 1,526 holders
Holding Since
Sep 2020
17 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, 2026ZACKS INVESTMENT MANAGEMENT holds $361,176,237 across 12 Specialty Industrial Machinery names. ROK ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
203,974 | $199,511,048 | |
| 2 | CMI |
Cummins Inc
|
155,081 | $110,605,320 | |
| 3 | EMR |
Emerson Electric Co
|
177,780 | $25,449,207 | |
| 4 | MWA |
Mueller Water Products, Inc.
|
408,701 | $10,556,746 | |
| 5 | WTS |
Watts Water Technologies Inc
|
19,198 | $7,515,057 | |
| 6 | ROK |
Rockwell Automation, Inc
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|
8,513 | $4,214,616 | |
| 7 | ETN |
Eaton Corp plc
|
3,089 | $1,316,284 | |
| 8 | GEV |
GE Vernova Inc.
|
680 | $798,904 |
All Filings in ROK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,214,616 | 8,513 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,826,538 | 7,876 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,189,685 | 5,628 | Shares | Sole | 2026-02-17 | |
| 2024-03-31 | $2,800,263 | 9,612 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,156,590 | 42,375 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,361,876 | 43,243 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $9,618,410 | 32,777 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,950,413 | 30,867 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,550,744 | 30,453 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,171,434 | 30,964 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,260,324 | 29,498 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $9,679,192 | 27,746 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $7,971,718 | 27,111 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,545,779 | 26,382 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,519,471 | 24,561 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,302,353 | 25,128 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,802,955 | 8,170 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||