Position in ROK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$55,448
+$15,254 QoQ
Shares Held
112
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,340
of 1,525 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $724,736 across 10 Specialty Industrial Machinery names. ROK ranks #6 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
276 | $324,261 | |
| 2 | PH |
Parker-Hannifin Corp
|
129 | $126,177 | |
| 3 | ITW |
Illinois Tool Works Inc
|
248 | $67,076 | |
| 4 | ETN |
Eaton Corp plc
|
147 | $62,639 | |
| 5 | EMR |
Emerson Electric Co
|
400 | $57,260 | |
| 6 | ROK |
Rockwell Automation, Inc
This page
|
112 | $55,448 | |
| 7 | IR |
Ingersoll Rand Inc.
|
176 | $14,430 | |
| 8 | OTIS |
Otis Worldwide Corp
|
180 | $12,888 |
All Filings in ROK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,448 | 112 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $40,194 | 112 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $43,575 | 112 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $39,147 | 112 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $37,203 | 112 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $28,938 | 112 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $32,008 | 112 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $30,067 | 112 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $30,831 | 112 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $32,628 | 112 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $34,773 | 112 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $32,017 | 112 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $36,898 | 112 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $32,866 | 112 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $28,847 | 112 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $24,092 | 112 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $22,322 | 112 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $31,363 | 112 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $39,071 | 112 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $32,932 | 112 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $32,034 | 112 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $112 | 29,729 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $28,090 | 112 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $24,716 | 112 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $23,856 | 112 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $16,901 | 112 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||