OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in ROK — Rockwell Automation, Inc
CIK 714364
WILLIAMSVILLE, NY
Position in ROK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,891
+$10,884 QoQ
Shares Held
22
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,429
of 1,525 holders
Holding Since
Mar 2025
6 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, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $287,608 across 14 Specialty Industrial Machinery names. ROK ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
582 | $83,313 | |
| 2 | ITW |
Illinois Tool Works Inc
|
258 | $69,781 | |
| 3 | GEV |
GE Vernova Inc.
|
28 | $32,896 | |
| 4 | XYL |
Xylem Inc.
|
207 | $24,469 | |
| 5 | CMI |
Cummins Inc
|
24 | $17,117 | |
| 6 | AME |
Ametek Inc/
|
65 | $15,726 | |
| 7 | NDSN |
Nordson Corp
|
52 | $15,687 | |
| 8 | ROK |
Rockwell Automation, Inc
This page
|
22 | $10,891 |
All Filings in ROK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,891 | 22 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7 | 22 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,559 | 22 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,689 | 22 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6 | 21 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,268 | 32 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||