Position in ROK
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$436,660
+$136,996 QoQ
Shares Held
882
+5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#967
of 1,527 holders
Holding Since
Mar 2020
19 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, 2026CX Institutional holds $24,919,325 across 26 Specialty Industrial Machinery names. ROK ranks #13 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
4,574 | $4,473,920 | |
| 2 | AOS |
Smith A O Corp
|
69,291 | $4,345,931 | |
| 3 | CMI |
Cummins Inc
|
4,537 | $3,235,833 | |
| 4 | GEV |
GE Vernova Inc.
|
2,679 | $3,147,449 | |
| 5 | ITW |
Illinois Tool Works Inc
|
6,328 | $1,711,534 | |
| 6 | EMR |
Emerson Electric Co
|
11,155 | $1,596,838 | |
| 7 | ETN |
Eaton Corp plc
|
2,888 | $1,230,634 | |
| 8 | XYL |
Xylem Inc.
|
5,501 | $650,273 |
All Filings in ROK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,660 | 882 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $299,664 | 835 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $322,928 | 830 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $279,624 | 800 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $268,393 | 808 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $161,487 | 625 | Shares | Sole | 2025-04-15 | |
| 2023-12-31 | $215,783 | 695 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $202,681 | 709 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $236,874 | 719 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $232,705 | 793 | Shares | Sole | 2023-05-04 | |
| 2022-06-30 | $74,741 | 375 | Shares | Sole | 2022-08-02 | |
| 2021-12-31 | $207,565 | 595 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,163,840 | 7,359 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,087,946 | 7,300 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,991,065 | 7,501 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $104,587 | 417 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $308,510 | 1,398 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $298,413 | 1,401 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $189,844 | 1,258 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||