Position in ROK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$86,169,169
+$27,102,187 QoQ
Shares Held
174,051
+5.8% QoQ
Ownership
0.157%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#83
of 1,496 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026LPL Financial LLC holds $2,233,248,418 across 61 Specialty Industrial Machinery names. ROK ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
499,581 | $586,937,733 | |
| 2 | ETN |
Eaton Corp plc
|
816,943 | $348,115,751 | |
| 3 | CMI |
Cummins Inc
|
382,263 | $272,633,794 | |
| 4 | EMR |
Emerson Electric Co
|
1,174,701 | $168,158,448 | |
| 5 | PH |
Parker-Hannifin Corp
|
167,755 | $164,084,520 | |
| 6 | ITW |
Illinois Tool Works Inc
|
602,454 | $162,945,733 | |
| 7 | ROK |
Rockwell Automation, Inc
This page
|
174,051 | $86,169,169 | |
| 8 | IR |
Ingersoll Rand Inc.
|
1,011,044 | $82,895,497 |
All Filings in ROK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,169,169 | 174,051 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $59,066,982 | 164,587 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $78,913,122 | 202,825 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $63,703,939 | 182,256 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $60,646,934 | 182,578 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $47,659,741 | 184,456 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $43,320,905 | 151,583 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $33,918,041 | 126,343 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $33,653,530 | 122,252 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $29,499,493 | 101,258 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $28,264,546 | 91,035 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $26,271,453 | 91,900 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $30,743,615 | 93,318 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $24,013,600 | 81,832 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $20,725,112 | 80,464 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $19,126,935 | 88,917 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,246,631 | 91,549 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $24,049,536 | 85,882 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $30,562,050 | 87,608 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $23,848,996 | 81,108 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $20,708,420 | 72,402 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $17,209,536 | 64,834 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $16,261,266 | 64,835 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $11,657,200 | 52,824 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $10,525,608 | 49,416 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,120,155 | 40,555 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||