Position in ROK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$39,111
New position
Shares Held
79
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,358
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, 2026USA FINANCIAL FORMULAS holds $1,508,385 across 14 Specialty Industrial Machinery names. ROK ranks #12 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
1,100 | $784,531 | |
| 2 | AME |
Ametek Inc/
|
342 | $82,743 | |
| 3 | XYL |
Xylem Inc.
|
690 | $81,564 | |
| 4 | FELE |
Franklin Electric Co Inc
|
706 | $75,676 | |
| 5 | DCI |
DONALDSON Co INC
|
779 | $69,930 | |
| 6 | GRC |
Gorman Rupp Co
|
751 | $68,896 | |
| 7 | GHM |
Graham Corp
|
534 | $66,103 | |
| 8 | NDSN |
Nordson Corp
|
212 | $63,958 |
All Filings in ROK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,111 | 79 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||