Position in ROK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,154,526
+$209,954 QoQ
Shares Held
2,332
-11.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#680
of 1,527 holders
Holding Since
Mar 2022
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, 2026Mendel Money Management holds $18,198,974 across 6 Specialty Industrial Machinery names. ROK ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,392 | $7,509,705 | |
| 2 | AME |
Ametek Inc/
|
27,633 | $6,685,528 | |
| 3 | PH |
Parker-Hannifin Corp
|
1,655 | $1,618,788 | |
| 4 | ROK |
Rockwell Automation, Inc
This page
|
2,332 | $1,154,526 | |
| 5 | ITW |
Illinois Tool Works Inc
|
2,790 | $754,611 | |
| 6 | GNRC |
Generac Holdings Inc.
|
1,625 | $475,816 |
All Filings in ROK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,154,526 | 2,332 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $944,572 | 2,632 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,022,086 | 2,627 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $953,168 | 2,727 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $914,131 | 2,752 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $714,937 | 2,767 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $777,634 | 2,721 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $718,398 | 2,676 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $732,244 | 2,660 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $767,071 | 2,633 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $799,175 | 2,574 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $603,471 | 2,111 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $667,465 | 2,026 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $552,566 | 1,883 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $468,004 | 1,817 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $389,994 | 1,813 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $361,349 | 1,813 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $492,852 | 1,760 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||