Position in ROK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$96,540
+$28,353 QoQ
Shares Held
195
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,306
of 1,521 holders
Holding Since
Dec 2024
7 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, 2026Aventura Private Wealth, LLC holds $4,311,981 across 17 Specialty Industrial Machinery names. ROK ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
4,392 | $1,871,519 | |
| 2 | GEV |
GE Vernova Inc.
|
760 | $892,893 | |
| 3 | DOV |
DOVER Corp
|
2,079 | $466,278 | |
| 4 | PH |
Parker-Hannifin Corp
|
323 | $315,932 | |
| 5 | IR |
Ingersoll Rand Inc.
|
3,851 | $315,743 | |
| 6 | CMI |
Cummins Inc
|
167 | $119,106 | |
| 7 | ROK |
Rockwell Automation, Inc
This page
|
195 | $96,540 | |
| 8 | EMR |
Emerson Electric Co
|
537 | $76,871 |
All Filings in ROK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,540 | 195 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $68,187 | 190 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $72,367 | 186 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $65,012 | 186 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $60,787 | 183 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $47,283 | 183 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $52,299 | 183 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||