Position in ROK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,192,214
+$1,983,673 QoQ
Shares Held
4,428
+726.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#531
of 1,527 holders
Holding Since
Dec 2025
2 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, 2026Northstar Advisory Group, LLC holds $6,500,425 across 2 Specialty Industrial Machinery names. ROK ranks #2 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
3,667 | $4,308,211 | |
| 2 | ROK |
Rockwell Automation, Inc
This page
|
4,428 | $2,192,214 |
All Filings in ROK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,192,214 | 4,428 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $208,541 | 536 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||