Position in ROK
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$914,785
-$80,845 QoQ
Shares Held
2,549
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Ameritas Advisory Services, LLC holds $7,315,127 across 9 Specialty Industrial Machinery names. ROK ranks #4 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
3,831 | $2,061,154 | |
| 2 | PH |
Parker-Hannifin Corp
|
1,640 | $1,468,193 | |
| 3 | GEV |
GE Vernova Inc.
|
1,051 | $917,417 | |
| 4 | ROK |
Rockwell Automation, Inc
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|
2,549 | $914,785 | |
| 5 | ITW |
Illinois Tool Works Inc
|
1,998 | $520,059 | |
| 6 | HLIO |
Helios Technologies, Inc.
|
7,068 | $457,370 | |
| 7 | EMR |
Emerson Electric Co
|
3,050 | $399,611 | |
| 8 | ETN |
Eaton Corp plc
|
984 | $351,947 |
All Filings in ROK
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $914,785 | 2,549 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $995,630 | 2,559 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $905,632 | 2,591 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,234,011 | 3,715 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $964,015 | 3,731 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,482,392 | 5,187 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $699,338 | 2,605 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,347,220 | 4,894 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,366,337 | 4,690 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $907,222 | 2,922 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,333,011 | 4,663 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $796,610 | 2,418 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,358,086 | 4,628 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,703,567 | 6,614 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $977,459 | 4,544 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $883,541 | 4,433 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,245,853 | 4,449 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,537,381 | 4,407 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||