Position in ROK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$419,827
New position
Shares Held
848
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#985
of 1,527 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Valmark Advisers, Inc. holds $13,033,233 across 8 Specialty Industrial Machinery names. ROK ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
3,302 | $3,879,387 | |
| 2 | ETN |
Eaton Corp plc
|
6,756 | $2,878,866 | |
| 3 | ITW |
Illinois Tool Works Inc
|
9,418 | $2,547,286 | |
| 4 | EMR |
Emerson Electric Co
|
9,259 | $1,325,425 | |
| 5 | DOV |
DOVER Corp
|
3,997 | $896,447 | |
| 6 | CMI |
Cummins Inc
|
874 | $623,345 | |
| 7 | PH |
Parker-Hannifin Corp
|
473 | $462,650 | |
| 8 | ROK |
Rockwell Automation, Inc
This page
|
848 | $419,827 |
All Filings in ROK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,827 | 848 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||