Position in ROK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,458,628
+$661,159 QoQ
Shares Held
6,986
-10.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#446
of 1,527 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Venture Visionary Partners LLC holds $54,789,020 across 16 Specialty Industrial Machinery names. ROK ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
17,652 | $20,738,628 | |
| 2 | CR |
Crane Co
|
63,216 | $14,101,593 | |
| 3 | ETN |
Eaton Corp plc
|
13,331 | $5,680,605 | |
| 4 | ROK |
Rockwell Automation, Inc
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|
6,986 | $3,458,628 | |
| 5 | GNRC |
Generac Holdings Inc.
|
11,072 | $3,241,992 | |
| 6 | OTIS |
Otis Worldwide Corp
|
22,601 | $1,618,231 | |
| 7 | PH |
Parker-Hannifin Corp
|
1,319 | $1,290,140 | |
| 8 | CMI |
Cummins Inc
|
1,238 | $882,953 |
All Filings in ROK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,458,628 | 6,986 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,797,469 | 7,795 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,981,054 | 7,662 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,080,752 | 5,953 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,872,110 | 5,636 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,098,801 | 23,604 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,378,832 | 22,320 | Shares | Sole | 2025-07-14 | |
| 2024-09-30 | $5,810,816 | 21,645 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,859,334 | 21,285 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,965,273 | 20,476 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,580,002 | 21,193 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $5,611,913 | 19,631 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $5,640,513 | 17,121 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $4,736,283 | 16,140 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $3,514,542 | 13,645 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,304,043 | 10,711 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,940,482 | 9,736 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,543,792 | 9,084 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,714,401 | 7,781 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,958,600 | 6,661 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,679,509 | 5,872 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,228,721 | 4,629 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $909,938 | 3,628 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||