Position in ROK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$618,850
+$170,250 QoQ
Shares Held
1,250
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#841
of 1,527 holders
Holding Since
Jun 2021
21 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, 2026Centerpoint Advisors, LLC holds $1,379,955 across 10 Specialty Industrial Machinery names. ROK ranks #1 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
1,250 | $618,850 | |
| 2 | GEV |
GE Vernova Inc.
|
266 | $312,512 | |
| 3 | IEX |
Idex Corp /De/
|
958 | $217,418 | |
| 4 | ETN |
Eaton Corp plc
|
226 | $96,303 | |
| 5 | AOS |
Smith A O Corp
|
435 | $27,283 | |
| 6 | EMR |
Emerson Electric Co
|
190 | $27,198 | |
| 7 | ITW |
Illinois Tool Works Inc
|
100 | $27,047 | |
| 8 | NDSN |
Nordson Corp
|
83 | $25,040 |
All Filings in ROK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,850 | 1,250 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $448,600 | 1,250 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $486,337 | 1,250 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $436,912 | 1,250 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $415,212 | 1,250 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $322,975 | 1,250 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $357,237 | 1,250 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $335,575 | 1,250 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $344,100 | 1,250 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $364,162 | 1,250 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $388,100 | 1,250 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $357,337 | 1,250 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $411,812 | 1,250 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $366,812 | 1,250 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $321,962 | 1,250 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $268,887 | 1,250 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $249,137 | 1,250 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $350,037 | 1,250 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $436,062 | 1,250 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $367,550 | 1,250 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $429,030 | 1,500 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||