Position in ROK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,097,097
+$525,402 QoQ
Shares Held
2,216
+39.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#693
of 1,527 holders
Holding Since
Mar 2022
5 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, 2026Aaron Wealth Advisors LLC holds $17,149,098 across 10 Specialty Industrial Machinery names. ROK ranks #6 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
3,562 | $4,184,851 | |
| 2 | ETN |
Eaton Corp plc
|
8,802 | $3,750,708 | |
| 3 | CMI |
Cummins Inc
|
4,248 | $3,029,716 | |
| 4 | EMR |
Emerson Electric Co
|
13,309 | $1,905,183 | |
| 5 | ITW |
Illinois Tool Works Inc
|
5,736 | $1,551,415 | |
| 6 | ROK |
Rockwell Automation, Inc
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|
2,216 | $1,097,097 | |
| 7 | MIDD |
MIDDLEBY Corp
|
4,470 | $618,547 | |
| 8 | DCI |
DONALDSON Co INC
|
4,489 | $402,977 |
All Filings in ROK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,097,097 | 2,216 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $571,695 | 1,593 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $929,877 | 2,390 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $212,514 | 608 | Shares | Sole | 2025-10-03 | |
| 2022-03-31 | $244,000 | 68,327 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||