Position in ROK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,147,100
+$325,265 QoQ
Shares Held
2,317
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#679
of 1,525 holders
Holding Since
Mar 2023
14 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, 2026Compound Planning, Inc. holds $25,867,386 across 22 Specialty Industrial Machinery names. ROK ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
7,471 | $8,777,378 | |
| 2 | ETN |
Eaton Corp plc
|
7,463 | $3,180,133 | |
| 3 | PH |
Parker-Hannifin Corp
|
2,573 | $2,516,702 | |
| 4 | CMI |
Cummins Inc
|
3,248 | $2,316,505 | |
| 5 | ITW |
Illinois Tool Works Inc
|
5,898 | $1,595,231 | |
| 6 | EMR |
Emerson Electric Co
|
10,771 | $1,541,867 | |
| 7 | ROK |
Rockwell Automation, Inc
This page
|
2,317 | $1,147,100 | |
| 8 | AME |
Ametek Inc/
|
2,656 | $642,592 |
All Filings in ROK
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,147,100 | 2,317 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $821,835 | 2,290 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $937,269 | 2,409 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $775,956 | 2,220 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $663,011 | 1,996 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $461,983 | 1,788 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $392,103 | 1,372 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $297,990 | 1,110 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $320,425 | 1,164 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $375,524 | 1,289 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $389,652 | 1,255 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $315,600 | 1,104 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $396,328 | 1,203 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $352,140 | 1,200 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||