Position in ROK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$363,388
+$31,424 QoQ
Shares Held
734
-20.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,022
of 1,527 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Essex Financial Services, Inc. holds $23,779,780 across 12 Specialty Industrial Machinery names. ROK ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
8,014 | $9,415,328 | |
| 2 | CMI |
Cummins Inc
|
6,094 | $4,346,301 | |
| 3 | ETN |
Eaton Corp plc
|
9,146 | $3,897,293 | |
| 4 | EMR |
Emerson Electric Co
|
10,190 | $1,458,698 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,188 | $1,162,006 | |
| 6 | OTIS |
Otis Worldwide Corp
|
15,734 | $1,126,554 | |
| 7 | AME |
Ametek Inc/
|
2,979 | $720,739 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,921 | $519,572 |
All Filings in ROK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,388 | 734 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $331,964 | 925 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $290,246 | 746 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $297,100 | 850 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $251,120 | 756 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $224,273 | 868 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $217,200 | 760 | Shares | Defined | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||