Position in ROK
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$342,100
+$94,473 QoQ
Shares Held
691
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,045
of 1,525 holders
Holding Since
Mar 2020
26 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, 2026JFS WEALTH ADVISORS, LLC holds $2,436,237 across 40 Specialty Industrial Machinery names. ROK ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
2,352 | $1,002,234 | |
| 2 | ROK |
Rockwell Automation, Inc
This page
|
691 | $342,100 | |
| 3 | GEV |
GE Vernova Inc.
|
221 | $259,644 | |
| 4 | EMR |
Emerson Electric Co
|
1,172 | $167,771 | |
| 5 | PH |
Parker-Hannifin Corp
|
170 | $166,280 | |
| 6 | CMI |
Cummins Inc
|
152 | $108,407 | |
| 7 | ITW |
Illinois Tool Works Inc
|
226 | $61,126 | |
| 8 | CR |
Crane Co
|
170 | $37,921 |
All Filings in ROK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,100 | 691 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $247,627 | 690 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $267,680 | 688 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $234,884 | 672 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $222,553 | 670 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $181,382 | 702 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $200,338 | 701 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $201,345 | 750 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $828,317 | 3,009 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,189,209 | 4,082 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,262,722 | 4,067 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,156,344 | 4,045 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,328,012 | 4,031 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,179,962 | 4,021 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,031,825 | 4,006 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $120,676 | 561 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $115,201 | 578 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $154,856 | 553 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $185,588 | 532 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $152,900 | 520 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $28,602 | 100 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $26,544 | 100 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $25,081 | 100 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $22,068 | 100 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $21,300 | 100 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $15,091 | 100 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||