Position in ROK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,631,783
+$969,650 QoQ
Shares Held
3,296
+78.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#595
of 1,525 holders
Holding Since
Jun 2020
25 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, 2026Mutual Advisors, LLC holds $24,413,934 across 16 Specialty Industrial Machinery names. ROK ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,663 | $6,653,232 | |
| 2 | ETN |
Eaton Corp plc
|
12,243 | $5,216,987 | |
| 3 | EMR |
Emerson Electric Co
|
31,020 | $4,440,513 | |
| 4 | ROK |
Rockwell Automation, Inc
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|
3,296 | $1,631,783 | |
| 5 | CMI |
Cummins Inc
|
1,528 | $1,089,784 | |
| 6 | DOV |
DOVER Corp
|
4,851 | $1,087,982 | |
| 7 | PH |
Parker-Hannifin Corp
|
665 | $650,449 | |
| 8 | AME |
Ametek Inc/
|
2,606 | $630,495 |
All Filings in ROK
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,631,783 | 3,296 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $662,133 | 1,845 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $878,909 | 2,259 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $796,578 | 2,279 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $729,777 | 2,197 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $611,585 | 2,367 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $615,877 | 2,155 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $613,968 | 2,287 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $776,840 | 2,822 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $823,881 | 2,828 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $627,480 | 2,021 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $564,021 | 1,973 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $616,730 | 1,872 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $550,805 | 1,877 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $492,216 | 1,911 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $268,242 | 1,247 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $248,938 | 1,249 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $347,237 | 1,240 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $569,323 | 1,632 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $479,285 | 1,630 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $466,784 | 1,632 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $437,976 | 1,650 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $388,003 | 1,547 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $341,391 | 1,547 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $245,589 | 1,153 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||