Position in ROK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$671,823
+$191,642 QoQ
Shares Held
1,357
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#816
of 1,527 holders
Holding Since
Dec 2023
11 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, 2026Frank, Rimerman Advisors LLC holds $21,010,832 across 13 Specialty Industrial Machinery names. ROK ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,287 | $6,211,484 | |
| 2 | PH |
Parker-Hannifin Corp
|
3,819 | $3,735,440 | |
| 3 | ETN |
Eaton Corp plc
|
8,194 | $3,491,627 | |
| 4 | CMI |
Cummins Inc
|
3,751 | $2,675,250 | |
| 5 | ITW |
Illinois Tool Works Inc
|
3,581 | $968,553 | |
| 6 | EMR |
Emerson Electric Co
|
5,453 | $780,596 | |
| 7 | ROK |
Rockwell Automation, Inc
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|
1,357 | $671,823 | |
| 8 | AME |
Ametek Inc/
|
2,410 | $583,075 |
All Filings in ROK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,823 | 1,357 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $480,181 | 1,338 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $522,521 | 1,343 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $465,224 | 1,331 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $440,125 | 1,325 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $368,191 | 1,425 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $422,683 | 1,479 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $388,461 | 1,447 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $401,633 | 1,459 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,747 | 6 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,862 | 6 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||