Position in ROK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$839,160
+$232,294 QoQ
Shares Held
1,695
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#748
of 1,527 holders
Holding Since
Dec 2021
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, 2026Claro Advisors Inc. holds $7,003,135 across 7 Specialty Industrial Machinery names. ROK ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
6,129 | $2,611,689 | |
| 2 | EMR |
Emerson Electric Co
|
10,243 | $1,466,285 | |
| 3 | GEV |
GE Vernova Inc.
|
1,064 | $1,250,051 | |
| 4 | ROK |
Rockwell Automation, Inc
This page
|
1,695 | $839,160 | |
| 5 | PH |
Parker-Hannifin Corp
|
417 | $407,876 | |
| 6 | ITW |
Illinois Tool Works Inc
|
818 | $221,244 | |
| 7 | CMI |
Cummins Inc
|
290 | $206,830 |
All Filings in ROK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $839,160 | 1,695 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $606,866 | 1,691 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $652,859 | 1,678 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $585,462 | 1,675 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $556,052 | 1,674 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $427,618 | 1,655 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $472,982 | 1,655 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $446,717 | 1,664 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $465,773 | 1,692 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,182,217 | 4,058 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,204,351 | 3,879 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,102,314 | 3,856 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,281,560 | 3,890 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,034,411 | 3,525 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $458,989 | 1,782 | Shares | Sole | 2023-03-13 | |
| 2022-09-30 | $298,357 | 1,387 | Shares | Sole | 2022-11-18 | |
| 2022-06-30 | $276,442 | 1,387 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $187,060 | 668 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $233,031 | 668 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||