Position in ROK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$218,825
New position
Shares Held
442
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,222
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, 2026Excelsior Advisor Network LLC holds $5,862,108 across 6 Specialty Industrial Machinery names. ROK ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
10,921 | $1,563,341 | |
| 2 | GEV |
GE Vernova Inc.
|
1,253 | $1,472,099 | |
| 3 | ETN |
Eaton Corp plc
|
3,081 | $1,312,875 | |
| 4 | ITW |
Illinois Tool Works Inc
|
3,951 | $1,068,626 | |
| 5 | GNRC |
Generac Holdings Inc.
|
773 | $226,342 | |
| 6 | ROK |
Rockwell Automation, Inc
This page
|
442 | $218,825 |
All Filings in ROK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,825 | 442 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||