Position in ROK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$500,524
+$138,415 QoQ
Shares Held
1,011
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#920
of 1,527 holders
Holding Since
Mar 2020
10 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, 2026Arkadios Wealth Advisors holds $42,021,275 across 18 Specialty Industrial Machinery names. ROK ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
9,881 | $11,608,791 | |
| 2 | CMI |
Cummins Inc
|
12,337 | $8,798,871 | |
| 3 | ITW |
Illinois Tool Works Inc
|
20,260 | $5,479,722 | |
| 4 | PH |
Parker-Hannifin Corp
|
4,267 | $4,173,637 | |
| 5 | ETN |
Eaton Corp plc
|
7,839 | $3,340,354 | |
| 6 | EMR |
Emerson Electric Co
|
13,464 | $1,927,371 | |
| 7 | GNRC |
Generac Holdings Inc.
|
5,981 | $1,751,295 | |
| 8 | DOV |
DOVER Corp
|
3,079 | $690,557 |
All Filings in ROK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500,524 | 1,011 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $362,109 | 1,009 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $408,134 | 1,049 | Shares | Sole | 2026-02-13 | |
| 2021-09-30 | $54,985 | 187 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $4,290 | 15 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $3,981 | 15 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $9,029 | 36 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $7,944 | 36 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $7,668 | 36 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $9,205 | 61 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||