Position in ROK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,467,417
+$361,708 QoQ
Shares Held
2,964
-3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#618
of 1,521 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $146,762,542 across 10 Specialty Industrial Machinery names. ROK ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SXI |
Standex International Corp/De/
|
218,250 | $78,061,477 | |
| 2 | ETN |
Eaton Corp plc
|
82,696 | $35,238,419 | |
| 3 | RRX |
Regal Rexnord Corp
|
111,314 | $26,513,881 | |
| 4 | XE |
X-Energy, Inc.
|
171,140 | $3,142,130 | |
| 5 | ROK |
Rockwell Automation, Inc
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|
2,964 | $1,467,417 | |
| 6 | CMI |
Cummins Inc
|
1,041 | $742,451 | |
| 7 | CSW |
Csw Industrials, Inc.
|
2,400 | $667,920 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,748 | $472,781 |
All Filings in ROK
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,467,417 | 2,964 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,105,709 | 3,081 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,355,908 | 3,485 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,260,754 | 3,607 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,187,507 | 3,575 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $1,259,860 | 4,876 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $1,794,189 | 6,278 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,243,520 | 8,357 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,573,592 | 9,349 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,926,992 | 10,047 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $2,602,443 | 8,382 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,290,417 | 4,514 | Shares | Defined | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||