Position in ROK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,010,517
+$591,866 QoQ
Shares Held
4,061
+2.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#547
of 1,527 holders
Holding Since
Sep 2021
20 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, 2026Merit Financial Group, LLC holds $98,431,513 across 28 Specialty Industrial Machinery names. ROK ranks #11 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
18,386 | $21,600,970 | |
| 2 | CMI |
Cummins Inc
|
23,648 | $16,865,985 | |
| 3 | ETN |
Eaton Corp plc
|
37,080 | $15,800,525 | |
| 4 | ITW |
Illinois Tool Works Inc
|
40,725 | $11,014,886 | |
| 5 | PH |
Parker-Hannifin Corp
|
5,555 | $5,433,451 | |
| 6 | EMR |
Emerson Electric Co
|
31,001 | $4,437,787 | |
| 7 | NDSN |
Nordson Corp
|
8,945 | $2,698,613 | |
| 8 | OTIS |
Otis Worldwide Corp
|
36,367 | $2,603,875 |
All Filings in ROK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,010,517 | 4,061 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,418,651 | 3,953 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,563,281 | 4,018 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $948,972 | 2,715 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $938,380 | 2,825 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $654,476 | 2,533 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $786,494 | 2,752 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $487,254 | 1,815 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $568,177 | 2,064 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $636,847 | 2,186 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $514,775 | 1,658 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $471,971 | 1,651 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $414,448 | 1,258 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $356,248 | 1,214 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $359,825 | 1,397 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $295,776 | 1,375 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $275,446 | 1,382 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $334,915 | 1,196 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $381,293 | 1,093 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $321,385 | 1,093 | Shares | Sole | 2021-10-27 | |
| No filing history on record for this holder in this stock. | ||||||