Position in ROK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$168,327
+$46,308 QoQ
Shares Held
340
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,275
of 1,527 holders
Holding Since
Dec 2024
5 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, 2026HHM Wealth Advisors, LLC holds $3,149,345 across 15 Specialty Industrial Machinery names. ROK ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
907 | $1,065,598 | |
| 2 | CMI |
Cummins Inc
|
1,279 | $912,195 | |
| 3 | ETN |
Eaton Corp plc
|
814 | $346,861 | |
| 4 | EMR |
Emerson Electric Co
|
1,979 | $283,293 | |
| 5 | DOV |
DOVER Corp
|
1,065 | $238,858 | |
| 6 | ROK |
Rockwell Automation, Inc
This page
|
340 | $168,327 | |
| 7 | MWA |
Mueller Water Products, Inc.
|
2,000 | $51,660 | |
| 8 | PH |
Parker-Hannifin Corp
|
17 | $16,628 |
All Filings in ROK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,327 | 340 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $122,019 | 340 | Shares | Sole | 2026-04-17 | |
| 2025-06-30 | $2,325 | 7 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,808 | 7 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,000 | 7 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||