Position in ROK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$510,427
+$266,748 QoQ
Shares Held
1,031
+51.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#914
of 1,527 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Carr Financial Group Corp holds $4,253,517 across 7 Specialty Industrial Machinery names. ROK ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
1,140 | $1,115,056 | |
| 2 | CMI |
Cummins Inc
|
1,122 | $800,221 | |
| 3 | ETN |
Eaton Corp plc
|
1,779 | $758,067 | |
| 4 | ROK |
Rockwell Automation, Inc
This page
|
1,031 | $510,427 | |
| 5 | XYL |
Xylem Inc.
|
3,547 | $419,290 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,332 | $360,266 | |
| 7 | GEV |
GE Vernova Inc.
|
247 | $290,190 |
All Filings in ROK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,427 | 1,031 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $243,679 | 679 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $263,789 | 678 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $235,583 | 674 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $223,218 | 672 | Shares | Sole | 2025-07-15 | |
| 2024-12-31 | $240,349 | 841 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $224,701 | 837 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $229,583 | 834 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $241,803 | 830 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $257,698 | 830 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $237,272 | 830 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $247,087 | 750 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||