Position in ROK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$296,057
+$77,858 QoQ
Shares Held
598
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,115
of 1,527 holders
Holding Since
Sep 2020
5 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, 2026KCM INVESTMENT ADVISORS LLC holds $18,055,775 across 10 Specialty Industrial Machinery names. ROK ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
17,292 | $7,368,467 | |
| 2 | PH |
Parker-Hannifin Corp
|
2,793 | $2,731,889 | |
| 3 | ITW |
Illinois Tool Works Inc
|
7,541 | $2,039,614 | |
| 4 | GEV |
GE Vernova Inc.
|
1,551 | $1,822,207 | |
| 5 | EMR |
Emerson Electric Co
|
11,560 | $1,654,814 | |
| 6 | CMI |
Cummins Inc
|
1,732 | $1,235,279 | |
| 7 | XYL |
Xylem Inc.
|
3,657 | $432,293 | |
| 8 | ROK |
Rockwell Automation, Inc
This page
|
598 | $296,057 |
All Filings in ROK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,057 | 598 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $218,199 | 608 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $201,149 | 517 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $230,745 | 920 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $203,025 | 920 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||