Position in ROK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$493,099
+$136,732 QoQ
Shares Held
996
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#924
of 1,527 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, 2026Kelly Financial Services LLC holds $714,681 across 2 Specialty Industrial Machinery names. ROK ranks #1 (69.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
996 | $493,099 | |
| 2 | ETN |
Eaton Corp plc
|
520 | $221,582 |
All Filings in ROK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,099 | 996 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $356,367 | 993 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $393,738 | 1,012 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $368,055 | 1,053 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $359,407 | 1,082 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $283,184 | 1,096 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $300,079 | 1,050 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $264,970 | 987 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $273,077 | 992 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $284,046 | 975 | Shares | Sole | 2024-07-17 | |
| 2023-12-31 | $302,718 | 975 | Shares | Sole | 2024-07-17 | |
| 2023-09-30 | $299,305 | 1,047 | Shares | Sole | 2024-07-17 | |
| 2023-06-30 | $340,321 | 1,033 | Shares | Sole | 2024-07-17 | |
| 2023-03-31 | $299,612 | 1,021 | Shares | Sole | 2024-07-17 | |
| 2022-12-31 | $262,978 | 1,021 | Shares | Sole | 2024-07-17 | |
| 2022-09-30 | $219,627 | 1,021 | Shares | Sole | 2024-07-17 | |
| 2022-06-30 | $203,495 | 1,021 | Shares | Sole | 2024-07-17 | |
| 2022-03-31 | $285,910 | 1,021 | Shares | Sole | 2024-07-17 | |
| 2021-12-31 | $356,175 | 1,021 | Shares | Sole | 2024-07-17 | |
| 2021-09-30 | $300,214 | 1,021 | Shares | Sole | 2024-07-17 | |
| 2021-06-30 | $1,020 | 291,870 | Shares | Sole | 2024-07-17 | |
| 2021-03-31 | $270,748 | 1,020 | Shares | Sole | 2024-07-17 | |
| 2020-12-31 | $255,826 | 1,020 | Shares | Sole | 2024-07-17 | |
| 2020-09-30 | $225,093 | 1,020 | Shares | Sole | 2024-07-17 | |
| 2020-06-30 | $217,260 | 1,020 | Shares | Sole | 2024-07-17 | |
| 2020-03-31 | $153,928 | 1,020 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||