Position in ROK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$110,402
+$50,111 QoQ
Shares Held
223
+32.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,308
of 1,527 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Spire Wealth Management holds $16,398,265 across 32 Specialty Industrial Machinery names. ROK ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
7,508 | $8,820,848 | |
| 2 | ETN |
Eaton Corp plc
|
7,322 | $3,120,050 | |
| 3 | SYM |
Symbotic Inc.
|
28,730 | $1,291,413 | |
| 4 | PH |
Parker-Hannifin Corp
|
660 | $645,558 | |
| 5 | CMI |
Cummins Inc
|
880 | $627,624 | |
| 6 | EMR |
Emerson Electric Co
|
4,170 | $596,935 | |
| 7 | DOV |
DOVER Corp
|
1,240 | $278,107 | |
| 8 | GHM |
Graham Corp
|
1,501 | $185,808 |
All Filings in ROK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,402 | 223 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $60,291 | 168 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,406,217 | 11,325 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $58,721 | 168 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $55,804 | 168 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $62,011 | 240 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $64,302 | 225 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $68,457 | 255 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $72,949 | 265 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,703,231 | 16,144 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $160,207 | 516 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $74,612 | 261 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $77,750 | 236 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $68,960 | 235 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $46,620 | 181 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $39,580 | 184 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $52,418 | 263 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $164,937 | 589 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $11,621,937 | 33,315 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $9,089,070 | 30,911 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $8,122,395 | 28,398 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $7,316,853 | 27,565 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||