Position in ROK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,614,455
+$454,196 QoQ
Shares Held
3,261
+0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#599
of 1,527 holders
Holding Since
Mar 2025
6 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, 2026Apella Capital, LLC holds $11,834,505 across 8 Specialty Industrial Machinery names. ROK ranks #4 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
3,068 | $3,000,872 | |
| 2 | EMR |
Emerson Electric Co
|
16,398 | $2,347,373 | |
| 3 | GEV |
GE Vernova Inc.
|
1,870 | $2,196,988 | |
| 4 | ROK |
Rockwell Automation, Inc
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|
3,261 | $1,614,455 | |
| 5 | CMI |
Cummins Inc
|
1,426 | $1,017,037 | |
| 6 | ETN |
Eaton Corp plc
|
2,250 | $958,770 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,453 | $392,992 | |
| 8 | OTIS |
Otis Worldwide Corp
|
4,274 | $306,018 |
All Filings in ROK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,614,455 | 3,261 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,160,259 | 3,233 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,195,223 | 3,072 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $934,992 | 2,675 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $392,292 | 1,181 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $248,303 | 961 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||