Position in ROK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,960
+$1,089 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,473
of 1,527 holders
Holding Since
Dec 2020
17 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, 2026Moisand Fitzgerald Tamayo, LLC holds $350,311 across 9 Specialty Industrial Machinery names. ROK ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
185 | $217,349 | |
| 2 | ETN |
Eaton Corp plc
|
134 | $57,100 | |
| 3 | ITW |
Illinois Tool Works Inc
|
102 | $27,587 | |
| 4 | EMR |
Emerson Electric Co
|
132 | $18,895 | |
| 5 | XYL |
Xylem Inc.
|
118 | $13,948 | |
| 6 | GTLS |
Chart Industries Inc
|
31 | $6,477 | |
| 7 | ROK |
Rockwell Automation, Inc
This page
|
8 | $3,960 | |
| 8 | PNR |
PENTAIR plc
|
39 | $2,989 |
All Filings in ROK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,960 | 8 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,871 | 8 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,112 | 8 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,942 | 17 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,646 | 17 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,392 | 17 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,858 | 17 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,563 | 17 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $4,679 | 17 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,952 | 17 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $5,278 | 17 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,859 | 17 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $5,600 | 17 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $4,988 | 17 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $4,378 | 17 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,935 | 9 | Shares | Sole | 2022-10-26 | |
| 2020-12-31 | $2,006 | 8 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||