Position in ROK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$700,043
+$243,548 QoQ
Shares Held
1,414
+11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#802
of 1,527 holders
Holding Since
Mar 2025
6 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $26,693,152 across 12 Specialty Industrial Machinery names. ROK ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
19,479 | $8,300,391 | |
| 2 | GEV |
GE Vernova Inc.
|
5,677 | $6,669,680 | |
| 3 | CMI |
Cummins Inc
|
5,488 | $3,914,096 | |
| 4 | PH |
Parker-Hannifin Corp
|
2,453 | $2,399,328 | |
| 5 | ITW |
Illinois Tool Works Inc
|
4,938 | $1,335,580 | |
| 6 | EMR |
Emerson Electric Co
|
8,996 | $1,287,777 | |
| 7 | AME |
Ametek Inc/
|
3,063 | $741,062 | |
| 8 | ROK |
Rockwell Automation, Inc
This page
|
1,414 | $700,043 |
All Filings in ROK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $700,043 | 1,414 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $456,495 | 1,272 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $485,948 | 1,249 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $401,260 | 1,148 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $302,939 | 912 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $201,794 | 781 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||