Position in ROK
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$8,108,893
+$7,073,578 QoQ
Shares Held
22,595
+749.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $55,501,759 across 13 Specialty Industrial Machinery names. ROK ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
164,834 | $21,596,550 | |
| 2 | GEV |
GE Vernova Inc.
|
12,130 | $10,588,277 | |
| 3 | ROK |
Rockwell Automation, Inc
This page
|
22,595 | $8,108,893 | |
| 4 | CMI |
Cummins Inc
|
13,202 | $7,102,940 | |
| 5 | ETN |
Eaton Corp plc
|
9,305 | $3,328,119 | |
| 6 | PH |
Parker-Hannifin Corp
|
2,043 | $1,828,975 | |
| 7 | GNRC |
Generac Holdings Inc.
|
4,568 | $892,267 | |
| 8 | CSW |
Csw Industrials, Inc.
|
3,300 | $859,914 |
All Filings in ROK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,108,893 | 22,595 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,035,315 | 2,661 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $363,511 | 1,040 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $310,911 | 936 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $240,035 | 929 | Shares | Sole | 2025-04-29 | |
| 2022-12-31 | $3,090 | 12 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||