Position in ROK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$823,813
+$226,637 QoQ
Shares Held
1,664
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#753
of 1,527 holders
Holding Since
Mar 2025
6 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, 2026BigSur Wealth Management LLC holds $8,205,458 across 2 Specialty Industrial Machinery names. ROK ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,283 | $7,381,645 | |
| 2 | ROK |
Rockwell Automation, Inc
This page
|
1,664 | $823,813 |
All Filings in ROK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $823,813 | 1,664 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $597,176 | 1,664 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $647,412 | 1,664 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $581,617 | 1,664 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $552,730 | 1,664 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $429,944 | 1,664 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||