Position in ROK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$793,613
+$252,064 QoQ
Shares Held
1,603
+6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#766
of 1,527 holders
Holding Since
Dec 2022
9 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, 2026Fiduciary Alliance LLC holds $16,525,974 across 7 Specialty Industrial Machinery names. ROK ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
23,864 | $10,168,927 | |
| 2 | GEV |
GE Vernova Inc.
|
2,428 | $2,852,560 | |
| 3 | EMR |
Emerson Electric Co
|
8,598 | $1,230,803 | |
| 4 | ROK |
Rockwell Automation, Inc
This page
|
1,603 | $793,613 | |
| 5 | CMI |
Cummins Inc
|
971 | $692,526 | |
| 6 | GGG |
Graco Inc
|
7,751 | $586,053 | |
| 7 | PH |
Parker-Hannifin Corp
|
206 | $201,492 |
All Filings in ROK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $793,613 | 1,603 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $541,549 | 1,509 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $518,241 | 1,332 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $449,845 | 1,287 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $420,527 | 1,266 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $228,924 | 886 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $249,494 | 873 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $234,365 | 873 | Shares | Sole | 2024-10-11 | |
| 2022-12-31 | $2,060 | 8 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||