Position in ROK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$210,904
-$1,139 QoQ
Shares Held
426
-21.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,239
of 1,527 holders
Holding Since
Dec 2025
2 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, 2026Argos Wealth Advisors, LLC holds $2,747,050 across 6 Specialty Industrial Machinery names. ROK ranks #6 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IR |
Ingersoll Rand Inc.
|
9,722 | $797,106 | |
| 2 | GNRC |
Generac Holdings Inc.
|
2,127 | $622,806 | |
| 3 | ITW |
Illinois Tool Works Inc
|
1,520 | $411,114 | |
| 4 | PH |
Parker-Hannifin Corp
|
396 | $387,335 | |
| 5 | KRNT |
Kornit Digital Ltd.
|
19,556 | $317,785 | |
| 6 | ROK |
Rockwell Automation, Inc
This page
|
426 | $210,904 |
All Filings in ROK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,904 | 426 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $212,043 | 545 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||