Position in ROK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$27,229
+$12,243 QoQ
Shares Held
55
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,382
of 1,527 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WEST PACES ADVISORS INC. holds $3,979,303 across 21 Specialty Industrial Machinery names. ROK ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
2,232 | $1,591,884 | |
| 2 | ETN |
Eaton Corp plc
|
1,987 | $846,700 | |
| 3 | ITW |
Illinois Tool Works Inc
|
2,028 | $548,513 | |
| 4 | EMR |
Emerson Electric Co
|
3,077 | $440,472 | |
| 5 | PH |
Parker-Hannifin Corp
|
228 | $223,011 | |
| 6 | GEV |
GE Vernova Inc.
|
129 | $151,556 | |
| 7 | IEX |
Idex Corp /De/
|
310 | $70,354 | |
| 8 | IR |
Ingersoll Rand Inc.
|
562 | $46,078 |
All Filings in ROK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,229 | 55 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $14,986 | 58 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $16,575 | 58 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,570 | 58 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $15,966 | 58 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $16,897 | 58 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $22,975 | 74 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $20,582 | 72 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $23,720 | 72 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $21,128 | 72 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $18,545 | 72 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $15,487 | 72 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $14,350 | 72 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $19,042 | 68 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $23,721 | 68 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $19,994 | 68 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $19,449 | 68 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $18,049 | 68 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $17,055 | 68 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $15,006 | 68 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $14,484 | 68 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $10,261 | 68 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||