Position in ROK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$301,008
+$94,346 QoQ
Shares Held
608
-17.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,102
of 1,527 holders
Holding Since
Sep 2021
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026West Family Investments, Inc. holds $4,640,467 across 9 Specialty Industrial Machinery names. ROK ranks #7 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
748 | $878,795 | |
| 2 | XYL |
Xylem Inc.
|
6,957 | $822,386 | |
| 3 | NDSN |
Nordson Corp
|
2,463 | $743,062 | |
| 4 | CR |
Crane Co
|
2,879 | $642,218 | |
| 5 | OTIS |
Otis Worldwide Corp
|
6,264 | $448,502 | |
| 6 | ETN |
Eaton Corp plc
|
853 | $363,480 | |
| 7 | ROK |
Rockwell Automation, Inc
This page
|
608 | $301,008 | |
| 8 | PH |
Parker-Hannifin Corp
|
229 | $223,989 |
All Filings in ROK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,008 | 608 | Shares | Sole | 2026-08-10 | |
| 2022-03-31 | $206,662 | 738 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $287,103 | 823 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $241,994 | 823 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||