Position in ROK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$361,903
New position
Shares Held
731
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,024
of 1,527 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026FSM Wealth Advisors, LLC holds $6,333,938 across 8 Specialty Industrial Machinery names. ROK ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,563 | $3,011,166 | |
| 2 | PH |
Parker-Hannifin Corp
|
887 | $867,592 | |
| 3 | ETN |
Eaton Corp plc
|
1,623 | $691,592 | |
| 4 | AME |
Ametek Inc/
|
2,173 | $525,735 | |
| 5 | ROK |
Rockwell Automation, Inc
This page
|
731 | $361,903 | |
| 6 | CMI |
Cummins Inc
|
481 | $343,054 | |
| 7 | EMR |
Emerson Electric Co
|
2,179 | $311,923 | |
| 8 | ITW |
Illinois Tool Works Inc
|
817 | $220,973 |
All Filings in ROK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,903 | 731 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||