Position in ROK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$367,349
+$97,831 QoQ
Shares Held
742
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,018
of 1,527 holders
Holding Since
Sep 2023
12 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, 2026Plancorp, LLC holds $43,693,900 across 8 Specialty Industrial Machinery names. ROK ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
271,642 | $38,885,552 | |
| 2 | GEV |
GE Vernova Inc.
|
1,704 | $2,001,961 | |
| 3 | FELE |
Franklin Electric Co Inc
|
8,611 | $923,013 | |
| 4 | ETN |
Eaton Corp plc
|
1,613 | $687,331 | |
| 5 | ROK |
Rockwell Automation, Inc
This page
|
742 | $367,349 | |
| 6 | CMI |
Cummins Inc
|
493 | $351,612 | |
| 7 | ITW |
Illinois Tool Works Inc
|
990 | $267,765 | |
| 8 | PH |
Parker-Hannifin Corp
|
214 | $209,317 |
All Filings in ROK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,349 | 742 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $269,518 | 751 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $291,024 | 748 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $364,559 | 1,043 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $347,117 | 1,045 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $272,332 | 1,054 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $299,793 | 1,049 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $275,976 | 1,028 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $281,336 | 1,022 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $294,534 | 1,011 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $302,718 | 975 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $270,718 | 947 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||