Position in ROK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$666,872
+$243,753 QoQ
Shares Held
1,347
+14.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#819
of 1,527 holders
Holding Since
Mar 2024
9 quarters on record
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Simplicity Wealth,LLC holds $11,083,343 across 11 Specialty Industrial Machinery names. ROK ranks #9 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,939 | $2,278,053 | |
| 2 | CMI |
Cummins Inc
|
1,922 | $1,370,789 | |
| 3 | ETN |
Eaton Corp plc
|
2,759 | $1,175,665 | |
| 4 | ITW |
Illinois Tool Works Inc
|
4,179 | $1,130,294 | |
| 5 | EMR |
Emerson Electric Co
|
7,573 | $1,084,074 | |
| 6 | PH |
Parker-Hannifin Corp
|
959 | $938,017 | |
| 7 | GNRC |
Generac Holdings Inc.
|
2,665 | $780,338 | |
| 8 | GGG |
Graco Inc
|
9,759 | $737,877 |
All Filings in ROK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $666,872 | 1,347 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $423,119 | 1,179 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $437,703 | 1,125 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $362,812 | 1,038 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $802,190 | 2,415 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $227,891 | 882 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $201,881 | 752 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,102,221 | 4,004 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,001,883 | 3,439 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||