Position in ROK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,855,126
+$793,720 QoQ
Shares Held
5,767
+0.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#484
of 1,527 holders
Holding Since
Dec 2021
17 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, 2026Summit Asset Management, LLC holds $6,033,340 across 4 Specialty Industrial Machinery names. ROK ranks #1 (47.3% of the industry book) .
All Filings in ROK
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,855,126 | 5,767 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,061,406 | 5,744 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,234,818 | 5,744 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,077,606 | 5,944 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,874,767 | 5,644 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,303,268 | 5,044 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,298,629 | 4,544 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,040,014 | 3,874 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $736,098 | 2,674 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $464,380 | 1,594 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $422,252 | 1,360 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $398,502 | 1,394 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $393,363 | 1,194 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $296,384 | 1,010 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $264,524 | 1,027 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $210,162 | 977 | Shares | Sole | 2022-11-07 | |
| 2021-12-31 | $246,288 | 706 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||