Position in ROK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$724,797
+$199,397 QoQ
Shares Held
1,464
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#792
of 1,527 holders
Holding Since
Sep 2022
15 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, 2026Clearstead Trust, LLC holds $5,702,401 across 20 Specialty Industrial Machinery names. ROK ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
5,040 | $1,363,168 | |
| 2 | ETN |
Eaton Corp plc
|
3,140 | $1,338,016 | |
| 3 | GEV |
GE Vernova Inc.
|
1,091 | $1,281,772 | |
| 4 | ROK |
Rockwell Automation, Inc
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|
1,464 | $724,797 | |
| 5 | PH |
Parker-Hannifin Corp
|
394 | $385,379 | |
| 6 | EMR |
Emerson Electric Co
|
1,650 | $236,197 | |
| 7 | ITT |
Itt Inc.
|
350 | $69,216 | |
| 8 | OTIS |
Otis Worldwide Corp
|
805 | $57,638 |
All Filings in ROK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $724,797 | 1,464 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $525,400 | 1,464 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $569,209 | 1,463 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $513,110 | 1,468 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $487,625 | 1,468 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $389,637 | 1,508 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $436,115 | 1,526 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $68,820 | 250 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $72,832 | 250 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $77,620 | 250 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $71,467 | 250 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,178 | 40 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $11,738 | 40 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $10,302 | 40 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $8,604 | 40 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||