Position in ROK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$366,854
+$115,997 QoQ
Shares Held
741
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,019
of 1,526 holders
Holding Since
Jun 2023
7 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, 2026CATALYST FINANCIAL PARTNERS LLC holds $9,486,006 across 10 Specialty Industrial Machinery names. ROK ranks #10 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,399 | $2,818,489 | |
| 2 | ETN |
Eaton Corp plc
|
4,679 | $1,993,815 | |
| 3 | CMI |
Cummins Inc
|
1,226 | $874,395 | |
| 4 | GGG |
Graco Inc
|
10,653 | $805,473 | |
| 5 | AME |
Ametek Inc/
|
2,532 | $612,592 | |
| 6 | ITW |
Illinois Tool Works Inc
|
2,136 | $577,723 | |
| 7 | PH |
Parker-Hannifin Corp
|
587 | $574,156 | |
| 8 | EMR |
Emerson Electric Co
|
3,095 | $443,049 |
All Filings in ROK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,854 | 741 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $250,857 | 699 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $255,229 | 656 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $216,009 | 618 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $201,627 | 607 | Shares | Sole | 2025-08-14 | |
| 2023-12-31 | $203,674 | 656 | Shares | Sole | 2024-02-07 | |
| 2023-06-30 | $204,588 | 621 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||