Position in ROK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,820,470
+$773,060 QoQ
Shares Held
5,697
-0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#490
of 1,527 holders
Holding Since
Mar 2024
10 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, 2026Alaethes Wealth, LLC holds $4,530,489 across 2 Specialty Industrial Machinery names. ROK ranks #1 (62.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
5,697 | $2,820,470 | |
| 2 | ETN |
Eaton Corp plc
|
4,013 | $1,710,019 |
All Filings in ROK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,820,470 | 5,697 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,047,410 | 5,705 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,213,030 | 5,688 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,004,904 | 5,736 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,996,341 | 6,010 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,504,029 | 5,821 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $1,588,706 | 5,559 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,472,503 | 5,485 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,170,215 | 4,251 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,154,540 | 3,963 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||