Position in ROK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$402,004
+$119,207 QoQ
Shares Held
812
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#992
of 1,519 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026HOWE & RUSLING INC holds $5,044,263 across 8 Specialty Industrial Machinery names. ROK ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,006 | $2,356,769 | |
| 2 | EMR |
Emerson Electric Co
|
3,426 | $490,431 | |
| 3 | CXT |
Crane NXT, Co.
|
8,770 | $448,673 | |
| 4 | EPAC |
Enerpac Tool Group Corp
|
11,727 | $420,530 | |
| 5 | ROK |
Rockwell Automation, Inc
This page
|
812 | $402,004 | |
| 6 | CSW |
Csw Industrials, Inc.
|
1,306 | $363,459 | |
| 7 | ETN |
Eaton Corp plc
|
825 | $351,549 | |
| 8 | KAI |
Kadant Inc
|
671 | $210,848 |
All Filings in ROK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,004 | 812 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $282,797 | 788 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $306,587 | 788 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $279,973 | 801 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $270,386 | 814 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $205,153 | 794 | Shares | Sole | 2025-06-17 | |
| 2024-12-31 | $216,343 | 757 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $203,224 | 757 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $208,386 | 757 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $220,536 | 757 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $235,033 | 757 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $216,403 | 757 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $249,393 | 757 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $222,141 | 757 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $38,719 | 180 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $35,875 | 180 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $61,606 | 220 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $62,793 | 180 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $52,927 | 180 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $51,483 | 180 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $47,779 | 180 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $45,145 | 180 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $39,722 | 180 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $42,813 | 201 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $31,389 | 208 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||