Position in ROK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$410,916
+$104,792 QoQ
Shares Held
830
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#989
of 1,527 holders
Holding Since
Dec 2022
15 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, 2026INSIGNEO ADVISORY SERVICES, LLC holds $12,547,091 across 13 Specialty Industrial Machinery names. ROK ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
3,287 | $3,861,764 | |
| 2 | IR |
Ingersoll Rand Inc.
|
32,990 | $2,704,850 | |
| 3 | ETN |
Eaton Corp plc
|
4,635 | $1,975,065 | |
| 4 | CMI |
Cummins Inc
|
1,658 | $1,182,501 | |
| 5 | PH |
Parker-Hannifin Corp
|
650 | $635,778 | |
| 6 | ROK |
Rockwell Automation, Inc
This page
|
830 | $410,916 | |
| 7 | EMR |
Emerson Electric Co
|
2,403 | $343,989 | |
| 8 | DOV |
DOVER Corp
|
1,361 | $305,245 |
All Filings in ROK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,916 | 830 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $306,124 | 853 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $671,923 | 1,727 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $711,992 | 2,037 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $758,676 | 2,284 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $601,508 | 2,328 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $684,181 | 2,394 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $569,672 | 2,122 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $602,037 | 2,187 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $629,855 | 2,162 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $632,447 | 2,037 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $536,577 | 1,877 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $557,758 | 1,693 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $325,729 | 1,110 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $289,508 | 1,124 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||