Position in ROK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$55,944
+$21,492 QoQ
Shares Held
113
+17.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,340
of 1,527 holders
Holding Since
Jun 2020
25 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, 2026FIRST UNITED BANK & TRUST holds $3,718,185 across 9 Specialty Industrial Machinery names. ROK ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,413 | $1,660,077 | |
| 2 | ITW |
Illinois Tool Works Inc
|
5,604 | $1,515,713 | |
| 3 | ETN |
Eaton Corp plc
|
732 | $311,919 | |
| 4 | EMR |
Emerson Electric Co
|
467 | $66,851 | |
| 5 | ROK |
Rockwell Automation, Inc
This page
|
113 | $55,944 | |
| 6 | PH |
Parker-Hannifin Corp
|
56 | $54,774 | |
| 7 | CMI |
Cummins Inc
|
30 | $21,396 | |
| 8 | OTIS |
Otis Worldwide Corp
|
275 | $19,690 |
All Filings in ROK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,944 | 113 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $34,452 | 96 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $37,350 | 96 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $33,554 | 96 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $31,888 | 96 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $24,804 | 96 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $27,435 | 96 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $25,772 | 96 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $674,986 | 2,452 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $714,341 | 2,452 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $1,017,442 | 3,277 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $936,795 | 3,277 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,079,607 | 3,277 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $961,635 | 3,277 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $953,524 | 3,702 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $796,337 | 3,702 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $737,845 | 3,702 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,036,671 | 3,702 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,291,442 | 3,702 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,079,714 | 3,672 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,050,265 | 3,672 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $974,695 | 3,672 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,027,819 | 4,098 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $904,346 | 4,098 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $875,004 | 4,108 | Shares | Sole | 2020-07-14 | |
| No filing history on record for this holder in this stock. | ||||||