Position in ROK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,774,861
+$478,228 QoQ
Shares Held
3,585
-0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#574
of 1,527 holders
Holding Since
Sep 2020
18 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, 2026Prospera Financial Services Inc holds $67,419,888 across 15 Specialty Industrial Machinery names. ROK ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
34,368 | $14,644,892 | |
| 2 | GEV |
GE Vernova Inc.
|
12,403 | $14,571,788 | |
| 3 | CMI |
Cummins Inc
|
11,755 | $8,383,783 | |
| 4 | EMR |
Emerson Electric Co
|
54,425 | $7,790,938 | |
| 5 | ITW |
Illinois Tool Works Inc
|
25,410 | $6,872,642 | |
| 6 | XYL |
Xylem Inc.
|
38,111 | $4,505,101 | |
| 7 | FLS |
Flowserve Corp
|
34,728 | $2,575,428 | |
| 8 | PH |
Parker-Hannifin Corp
|
2,525 | $2,469,753 |
All Filings in ROK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,774,861 | 3,585 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,296,633 | 3,613 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,545,893 | 11,684 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,574,632 | 4,505 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,404,414 | 4,228 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,050,573 | 4,066 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,150,876 | 4,027 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,082,699 | 4,033 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,100,018 | 3,996 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $884,477 | 3,036 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $923,057 | 2,973 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $881,051 | 3,082 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $841,744 | 2,555 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $729,810 | 2,487 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $640,834 | 2,488 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $80,720 | 405 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $222,343 | 794 | Shares | Sole | 2022-05-04 | |
| 2020-09-30 | $145,207 | 658 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||