Position in ROK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$428,739
+$117,949 QoQ
Shares Held
866
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#974
of 1,521 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, 2026Key Financial Inc holds $2,956,009 across 24 Specialty Industrial Machinery names. ROK ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,075 | $1,262,974 | |
| 2 | ETN |
Eaton Corp plc
|
1,193 | $508,361 | |
| 3 | ROK |
Rockwell Automation, Inc
This page
|
866 | $428,739 | |
| 4 | EMR |
Emerson Electric Co
|
1,605 | $229,755 | |
| 5 | XYL |
Xylem Inc.
|
1,256 | $148,471 | |
| 6 | ITW |
Illinois Tool Works Inc
|
241 | $65,183 | |
| 7 | ITT |
Itt Inc.
|
258 | $51,022 | |
| 8 | OTIS |
Otis Worldwide Corp
|
578 | $41,384 |
All Filings in ROK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,739 | 866 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $310,790 | 866 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $336,934 | 866 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $302,692 | 866 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $288,655 | 869 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $224,532 | 869 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $248,351 | 869 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $233,291 | 869 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $238,392 | 866 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $252,291 | 866 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $268,875 | 866 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $247,563 | 866 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $285,303 | 866 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $249,725 | 851 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $219,192 | 851 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $183,058 | 851 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $169,612 | 851 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $238,305 | 851 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $296,871 | 851 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $250,228 | 851 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $243,403 | 851 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $225,889 | 851 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $213,439 | 851 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $128,424 | 851 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||