Position in ROK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$426,263
+$117,268 QoQ
Shares Held
861
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#981
of 1,527 holders
Holding Since
Mar 2020
24 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, 2026ERn Financial, LLC holds $697,655 across 2 Specialty Industrial Machinery names. ROK ranks #1 (61.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
861 | $426,263 | |
| 2 | GEV |
GE Vernova Inc.
|
231 | $271,392 |
All Filings in ROK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,263 | 861 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $308,995 | 861 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $334,989 | 861 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $300,945 | 861 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $288,323 | 868 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $224,790 | 870 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $249,494 | 873 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $234,097 | 872 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $239,218 | 869 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $253,165 | 869 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $286,883 | 924 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $264,143 | 924 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $328,791 | 998 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $292,863 | 998 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $242,373 | 941 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $257,907 | 921 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $635,953 | 1,823 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $536,034 | 1,823 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $521,414 | 1,823 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $479,119 | 1,805 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $452,712 | 1,805 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $398,327 | 1,805 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $384,465 | 1,805 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $272,392 | 1,805 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||