Position in ROK
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$343,090
+$94,387 QoQ
Shares Held
693
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,046
of 1,527 holders
Holding Since
Mar 2024
8 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, 2026Ruggaard & Associates LLC holds $343,090 across 1 Specialty Industrial Machinery name. ROK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
693 | $343,090 |
All Filings in ROK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,090 | 693 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $248,703 | 693 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $268,847 | 691 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $240,476 | 688 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $228,200 | 687 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $212,888 | 793 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $229,308 | 833 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $242,677 | 833 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||