Position in ROK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$472,306
New position
Shares Held
954
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#938
of 1,527 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Fonville Wealth Management LLC holds $818,889 across 2 Specialty Industrial Machinery names. ROK ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
954 | $472,306 | |
| 2 | GEV |
GE Vernova Inc.
|
295 | $346,583 |
All Filings in ROK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,306 | 954 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||