Position in ROK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,970,480
+$715,279 QoQ
Shares Held
6,000
-4.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#472
of 1,525 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, 2026Summit Financial, LLC holds $41,392,139 across 18 Specialty Industrial Machinery names. ROK ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
12,493 | $14,677,525 | |
| 2 | EMR |
Emerson Electric Co
|
31,760 | $4,546,444 | |
| 3 | ETN |
Eaton Corp plc
|
9,562 | $4,074,559 | |
| 4 | PH |
Parker-Hannifin Corp
|
4,120 | $4,029,854 | |
| 5 | NDSN |
Nordson Corp
|
11,723 | $3,536,711 | |
| 6 | ROK |
Rockwell Automation, Inc
This page
|
6,000 | $2,970,480 | |
| 7 | ITW |
Illinois Tool Works Inc
|
6,223 | $1,683,134 | |
| 8 | DOV |
DOVER Corp
|
6,095 | $1,366,986 |
All Filings in ROK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,970,480 | 6,000 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,255,201 | 6,284 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,503,665 | 6,435 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,308,995 | 6,606 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,169,070 | 6,530 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,006,131 | 3,894 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,155,448 | 4,043 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,116,256 | 4,158 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,160,855 | 4,217 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,200,862 | 4,122 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,322,334 | 4,259 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,208,086 | 4,226 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,207,315 | 6,700 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,170,865 | 3,990 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $990,871 | 3,847 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,421,661 | 6,609 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,040,398 | 5,220 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,411,911 | 5,042 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,519,939 | 4,357 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $904,467 | 3,076 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $415,015 | 1,451 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||