Position in ROK
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$412,896
+$116,103 QoQ
Shares Held
834
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#988
of 1,527 holders
Holding Since
Jun 2025
5 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, 2026Coastal Bridge Advisors, LLC holds $7,787,724 across 9 Specialty Industrial Machinery names. ROK ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
7,656 | $3,262,374 | |
| 2 | GEV |
GE Vernova Inc.
|
979 | $1,150,187 | |
| 3 | PH |
Parker-Hannifin Corp
|
903 | $883,242 | |
| 4 | EMR |
Emerson Electric Co
|
5,010 | $717,181 | |
| 5 | ITW |
Illinois Tool Works Inc
|
2,538 | $686,452 | |
| 6 | ROK |
Rockwell Automation, Inc
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|
834 | $412,896 | |
| 7 | GNRC |
Generac Holdings Inc.
|
867 | $253,866 | |
| 8 | MWA |
Mueller Water Products, Inc.
|
8,305 | $214,518 |
All Filings in ROK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,896 | 834 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $296,793 | 827 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $261,844 | 673 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $236,981 | 678 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $226,539 | 682 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||