Anchor Investment Management, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1634149
COLUMBIA, SC
Position in ROK
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,512
-$211 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 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 Mar 31, 2026Anchor Investment Management, LLC holds $9,478,753 across 21 Specialty Industrial Machinery names. ROK ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
31,397 | $4,113,634 | |
| 2 | GEV |
GE Vernova Inc.
|
1,610 | $1,405,369 | |
| 3 | ITW |
Illinois Tool Works Inc
|
4,569 | $1,189,265 | |
| 4 | DOV |
DOVER Corp
|
2,640 | $550,308 | |
| 5 | CMI |
Cummins Inc
|
782 | $420,731 | |
| 6 | ETN |
Eaton Corp plc
|
1,067 | $381,633 | |
| 7 | GNRC |
Generac Holdings Inc.
|
1,590 | $310,574 | |
| 8 | CSW |
Csw Industrials, Inc.
|
1,080 | $281,426 |
All Filings in ROK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,512 | 7 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,723 | 7 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $2,446 | 7 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,325 | 7 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,808 | 7 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $2,000 | 7 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,906 | 22 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $1,926 | 7 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $2,039 | 7 | Shares | Sole | 2024-05-15 | |
| 2022-09-30 | $36,568 | 170 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $33,882 | 170 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $47,605 | 170 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $59,304 | 170 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $49,986 | 170 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $48,623 | 170 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $45,124 | 170 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $42,637 | 170 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $37,515 | 170 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $36,210 | 170 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $25,654 | 170 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||