Position in ROK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,724,919
+$810,654 QoQ
Shares Held
5,504
+3.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#496
of 1,525 holders
Holding Since
Jun 2021
17 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, 2026IHT Wealth Management, LLC holds $24,888,229 across 11 Specialty Industrial Machinery names. ROK ranks #5 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
4,676 | $5,493,645 | |
| 2 | ITW |
Illinois Tool Works Inc
|
15,227 | $4,118,445 | |
| 3 | ETN |
Eaton Corp plc
|
8,211 | $3,498,871 | |
| 4 | PH |
Parker-Hannifin Corp
|
3,310 | $3,237,576 | |
| 5 | ROK |
Rockwell Automation, Inc
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|
5,504 | $2,724,919 | |
| 6 | CMI |
Cummins Inc
|
3,723 | $2,655,280 | |
| 7 | EMR |
Emerson Electric Co
|
15,356 | $2,198,210 | |
| 8 | DOV |
DOVER Corp
|
3,377 | $757,393 |
All Filings in ROK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,724,919 | 5,504 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,914,265 | 5,334 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,375,362 | 3,535 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,480,958 | 4,237 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,583,786 | 4,768 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,487,235 | 5,756 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $714,475 | 2,500 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $794,641 | 2,960 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $736,374 | 2,675 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,004,505 | 3,448 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,015,269 | 3,270 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $248,992 | 871 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $469,795 | 1,426 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $504,440 | 1,719 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $522,867 | 2,030 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $397,738 | 1,849 | Shares | Sole | 2022-11-22 | |
| 2021-06-30 | $337,217 | 1,179 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||