Position in ROK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,087,195
+$311,298 QoQ
Shares Held
2,196
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#696
of 1,525 holders
Holding Since
Mar 2020
26 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, 2026EQUITABLE TRUST CO holds $15,842,482 across 9 Specialty Industrial Machinery names. ROK ranks #6 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
6,311 | $4,501,068 | |
| 2 | GEV |
GE Vernova Inc.
|
2,389 | $2,806,740 | |
| 3 | OTIS |
Otis Worldwide Corp
|
31,144 | $2,229,910 | |
| 4 | IR |
Ingersoll Rand Inc.
|
23,212 | $1,903,150 | |
| 5 | EMR |
Emerson Electric Co
|
12,483 | $1,786,940 | |
| 6 | ROK |
Rockwell Automation, Inc
This page
|
2,196 | $1,087,195 | |
| 7 | ETN |
Eaton Corp plc
|
2,155 | $918,287 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,206 | $326,186 |
All Filings in ROK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,087,195 | 2,196 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $775,897 | 2,162 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $841,169 | 2,162 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $908,078 | 2,598 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $853,344 | 2,569 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,343,953 | 12,942 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,258,270 | 14,900 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $9,674,761 | 36,038 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $13,007,530 | 47,252 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $14,070,073 | 48,296 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $430,014 | 1,385 | Shares | Defined | 2024-01-25 | |
| 2023-09-30 | $395,929 | 1,385 | Shares | Defined | 2023-11-06 | |
| 2023-06-30 | $456,288 | 1,385 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $406,428 | 1,385 | Shares | Defined | 2023-05-02 | |
| 2022-12-31 | $356,734 | 1,385 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $297,927 | 1,385 | Shares | Defined | 2022-10-31 | |
| 2022-06-30 | $276,044 | 1,385 | Shares | Defined | 2022-07-15 | |
| 2022-03-31 | $387,841 | 1,385 | Shares | Defined | 2022-05-06 | |
| 2021-12-31 | $483,157 | 1,385 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $407,245 | 1,385 | Shares | Defined | 2021-10-26 | |
| 2021-06-30 | $396,137 | 1,385 | Shares | Defined | 2021-08-03 | |
| 2021-03-31 | $367,634 | 1,385 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $347,371 | 1,385 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $305,641 | 1,385 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $295,005 | 1,385 | Shares | Defined | 2020-08-18 | |
| 2020-03-31 | $209,010 | 1,385 | Shares | Defined | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||