Position in ROK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$773,810
+$212,881 QoQ
Shares Held
1,563
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#774
of 1,527 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Evercore Wealth Management, LLC holds $131,054,065 across 12 Specialty Industrial Machinery names. ROK ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
370,495 | $108,484,639 | |
| 2 | ITW |
Illinois Tool Works Inc
|
20,072 | $5,428,873 | |
| 3 | EMR |
Emerson Electric Co
|
29,880 | $4,277,321 | |
| 4 | GEV |
GE Vernova Inc.
|
3,577 | $4,202,473 | |
| 5 | PH |
Parker-Hannifin Corp
|
2,523 | $2,467,796 | |
| 6 | OTIS |
Otis Worldwide Corp
|
21,182 | $1,516,630 | |
| 7 | DOV |
DOVER Corp
|
6,574 | $1,474,416 | |
| 8 | ETN |
Eaton Corp plc
|
3,253 | $1,386,168 |
All Filings in ROK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $773,810 | 1,563 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $560,929 | 1,563 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $608,116 | 1,563 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $546,315 | 1,563 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $519,181 | 1,563 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $352,171 | 1,363 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $393,532 | 1,377 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $369,669 | 1,377 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $400,807 | 1,456 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $464,088 | 1,593 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $498,941 | 1,607 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $487,979 | 1,707 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $580,490 | 1,762 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $520,580 | 1,774 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $458,474 | 1,780 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $350,844 | 1,631 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $325,074 | 1,631 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $423,405 | 1,512 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $527,461 | 1,512 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $444,588 | 1,512 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $432,462 | 1,512 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $401,345 | 1,512 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $388,503 | 1,549 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $341,833 | 1,549 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $332,067 | 1,559 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $220,629 | 1,462 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||