Position in ROK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$142,087
+$39,089 QoQ
Shares Held
287
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,287
of 1,525 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $2,418,851 across 12 Specialty Industrial Machinery names. ROK ranks #7 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
2,444 | $1,041,437 | |
| 2 | RRX |
Regal Rexnord Corp
|
1,097 | $261,294 | |
| 3 | EMR |
Emerson Electric Co
|
1,641 | $234,909 | |
| 4 | GNRC |
Generac Holdings Inc.
|
759 | $222,242 | |
| 5 | GRC |
Gorman Rupp Co
|
2,331 | $213,845 | |
| 6 | DOV |
DOVER Corp
|
787 | $176,508 | |
| 7 | ROK |
Rockwell Automation, Inc
This page
|
287 | $142,087 | |
| 8 | GEV |
GE Vernova Inc.
|
84 | $98,688 |
All Filings in ROK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,087 | 287 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $102,998 | 287 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $111,663 | 287 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $100,315 | 287 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $95,332 | 287 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $74,155 | 287 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $82,021 | 287 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $77,048 | 287 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $180,033 | 654 | Shares | Sole | 2024-07-23 | |
| 2023-03-31 | $265,728 | 33,216 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||