Position in ROK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,828,825
+$537,216 QoQ
Shares Held
3,694
+2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#570
of 1,527 holders
Holding Since
Mar 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, 2026Atria Investments, Inc holds $123,070,657 across 38 Specialty Industrial Machinery names. ROK ranks #15 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
17,350 | $20,383,821 | |
| 2 | PH |
Parker-Hannifin Corp
|
19,601 | $19,172,130 | |
| 3 | ETN |
Eaton Corp plc
|
33,582 | $14,309,961 | |
| 4 | CMI |
Cummins Inc
|
14,866 | $10,602,579 | |
| 5 | EMR |
Emerson Electric Co
|
59,458 | $8,511,412 | |
| 6 | ITW |
Illinois Tool Works Inc
|
19,321 | $5,225,750 | |
| 7 | NDSN |
Nordson Corp
|
12,760 | $3,849,564 | |
| 8 | AME |
Ametek Inc/
|
15,060 | $3,643,616 |
All Filings in ROK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,828,825 | 3,694 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,291,609 | 3,599 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,345,404 | 3,458 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,218,112 | 3,485 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $933,397 | 2,810 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $664,036 | 2,570 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $618,163 | 2,163 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $346,044 | 1,289 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $817,581 | 2,970 | Shares | Sole | 2024-08-13 | |
| 2023-09-30 | $1,166,635 | 4,081 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,366,229 | 4,147 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,174,093 | 4,001 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,019,204 | 3,957 | Shares | Sole | 2023-01-31 | |
| 2021-12-31 | $1,290,396 | 3,699 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,088,242 | 3,701 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,044,545 | 3,652 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,028,049 | 3,873 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||