Position in ROK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,204,096
+$459,507 QoQ
Shares Held
4,452
-0.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#528
of 1,525 holders
Holding Since
Dec 2021
12 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, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $46,909,438 across 14 Specialty Industrial Machinery names. ROK ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
16,896 | $12,050,396 | |
| 2 | ETN |
Eaton Corp plc
|
17,987 | $7,664,620 | |
| 3 | GEV |
GE Vernova Inc.
|
6,427 | $7,550,825 | |
| 4 | EMR |
Emerson Electric Co
|
39,228 | $5,615,488 | |
| 5 | ITW |
Illinois Tool Works Inc
|
11,836 | $3,201,282 | |
| 6 | NDSN |
Nordson Corp
|
10,417 | $3,142,704 | |
| 7 | ROK |
Rockwell Automation, Inc
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|
4,452 | $2,204,096 | |
| 8 | PH |
Parker-Hannifin Corp
|
1,852 | $1,811,478 |
All Filings in ROK
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,204,096 | 4,452 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $1,744,589 | 4,484 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,565,544 | 4,479 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $496,261 | 1,494 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $384,469 | 1,488 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,308,918 | 4,580 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,275,185 | 4,750 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,373,647 | 4,990 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,715,351 | 5,888 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,447,768 | 4,663 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $733,542 | 2,566 | Shares | Sole | 2023-11-14 | |
| 2021-12-31 | $725,608 | 2,080 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||