Position in ROK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,096,602
+$302,760 QoQ
Shares Held
2,215
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.11%
of 13F equity value
Holder Rank
#694
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, 2026HOGE FINANCIAL SERVICES, LLC holds $1,096,602 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
|
2,215 | $1,096,602 |
All Filings in ROK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,096,602 | 2,215 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $793,842 | 2,212 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $856,732 | 2,202 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $766,519 | 2,193 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $725,127 | 2,183 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $568,952 | 2,202 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $633,024 | 2,215 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $598,934 | 2,231 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $674,160 | 2,449 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $714,632 | 2,453 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $738,321 | 2,378 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||