Position in ROK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$736,679
+$166,778 QoQ
Shares Held
1,488
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#788
of 1,525 holders
Holding Since
Dec 2022
15 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, 2026XML Financial, LLC holds $13,012,035 across 7 Specialty Industrial Machinery names. ROK ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
33,572 | $4,805,831 | |
| 2 | CMI |
Cummins Inc
|
5,938 | $4,235,040 | |
| 3 | GEV |
GE Vernova Inc.
|
1,311 | $1,540,241 | |
| 4 | ITW |
Illinois Tool Works Inc
|
3,529 | $954,488 | |
| 5 | ROK |
Rockwell Automation, Inc
This page
|
1,488 | $736,679 | |
| 6 | PH |
Parker-Hannifin Corp
|
386 | $377,554 | |
| 7 | ETN |
Eaton Corp plc
|
850 | $362,202 |
All Filings in ROK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $736,679 | 1,488 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $569,901 | 1,588 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $617,843 | 1,588 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $556,801 | 1,593 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $529,146 | 1,593 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $415,216 | 1,607 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $430,685 | 1,507 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $404,569 | 1,507 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $451,459 | 1,640 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $565,180 | 1,940 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $582,150 | 1,875 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $442,812 | 1,549 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $497,140 | 1,509 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $388,527 | 1,324 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $276,630 | 1,074 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||