Position in ROK
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$44,860
-$3,773 QoQ
Shares Held
125
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
7 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 Mar 31, 2026IMA Advisory Services, Inc. holds $3,877,865 across 15 Specialty Industrial Machinery names. ROK ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
6,154 | $1,601,824 | |
| 2 | GNRC |
Generac Holdings Inc.
|
7,209 | $1,408,133 | |
| 3 | OTIS |
Otis Worldwide Corp
|
9,236 | $711,910 | |
| 4 | GEV |
GE Vernova Inc.
|
59 | $51,501 | |
| 5 | ROK |
Rockwell Automation, Inc
This page
|
125 | $44,860 | |
| 6 | ETN |
Eaton Corp plc
|
103 | $36,840 | |
| 7 | CMI |
Cummins Inc
|
20 | $10,760 | |
| 8 | DOV |
DOVER Corp
|
31 | $6,461 |
All Filings in ROK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,860 | 125 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $48,633 | 125 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $43,691 | 125 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $41,521 | 125 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $32,039 | 124 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $33,289 | 124 | Shares | Sole | 2024-11-14 | |
| 2022-06-30 | $428,516 | 2,150 | Shares | Sole | 2022-08-18 | |
| No filing history on record for this holder in this stock. | ||||||