Position in ROK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,120,299
-$409,713 QoQ
Shares Held
32,561
-29.3% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#243
of 1,527 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 49%
Shared 1%
None 51%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Focus Partners Wealth holds $672,595,036 across 29 Specialty Industrial Machinery names. ROK ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
205,230 | $200,739,567 | |
| 2 | GEV |
GE Vernova Inc.
|
103,816 | $121,969,265 | |
| 3 | CMI |
Cummins Inc
|
125,381 | $89,422,983 | |
| 4 | ETN |
Eaton Corp plc
|
160,889 | $68,558,020 | |
| 5 | GNRC |
Generac Holdings Inc.
|
144,449 | $42,296,111 | |
| 6 | EMR |
Emerson Electric Co
|
287,663 | $41,178,958 | |
| 7 | ITW |
Illinois Tool Works Inc
|
96,086 | $25,988,380 | |
| 8 | ROK |
Rockwell Automation, Inc
This page
|
32,561 | $16,120,299 |
All Filings in ROK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,120,299 | 32,561 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $16,530,012 | 46,060 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,792,142 | 35,449 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,477,479 | 12,810 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,817,297 | 11,492 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,448,856 | 13,348 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $3,167,696 | 11,084 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $3,205,949 | 11,942 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,441,182 | 8,868 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,105,306 | 3,794 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $848,541 | 2,733 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||