Position in ROK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$465,870
+$129,600 QoQ
Shares Held
941
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#940
of 1,525 holders
Holding Since
Jun 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026PDS Planning, Inc holds $9,118,627 across 8 Specialty Industrial Machinery names. ROK ranks #7 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
6,458 | $2,751,882 | |
| 2 | GEV |
GE Vernova Inc.
|
2,076 | $2,439,009 | |
| 3 | EMR |
Emerson Electric Co
|
6,806 | $974,278 | |
| 4 | PH |
Parker-Hannifin Corp
|
819 | $801,080 | |
| 5 | ITW |
Illinois Tool Works Inc
|
2,517 | $680,772 | |
| 6 | CMI |
Cummins Inc
|
864 | $616,213 | |
| 7 | ROK |
Rockwell Automation, Inc
This page
|
941 | $465,870 | |
| 8 | AME |
Ametek Inc/
|
1,610 | $389,523 |
All Filings in ROK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,870 | 941 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $336,270 | 937 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $340,825 | 876 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $308,634 | 883 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $294,302 | 886 | Shares | Sole | 2025-07-24 | |
| 2023-09-30 | $205,540 | 719 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $231,932 | 704 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||