Position in ROK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,949,625
+$781,471 QoQ
Shares Held
3,938
+21.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#547
of 1,496 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $101,910,541 across 50 Specialty Industrial Machinery names. ROK ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
94,532 | $40,281,975 | |
| 2 | PH |
Parker-Hannifin Corp
|
21,073 | $20,611,922 | |
| 3 | GEV |
GE Vernova Inc.
|
13,050 | $15,331,923 | |
| 4 | EMR |
Emerson Electric Co
|
50,833 | $7,276,743 | |
| 5 | CMI |
Cummins Inc
|
6,918 | $4,933,986 | |
| 6 | NDSN |
Nordson Corp
|
10,553 | $3,183,734 | |
| 7 | ITW |
Illinois Tool Works Inc
|
11,244 | $3,041,164 | |
| 8 | ROK |
Rockwell Automation, Inc
This page
|
3,938 | $1,949,625 |
All Filings in ROK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,949,625 | 3,938 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,168,154 | 3,255 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,181,605 | 3,037 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,006,646 | 2,880 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $989,534 | 2,979 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $763,512 | 2,955 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $698,756 | 2,445 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $671,150 | 2,500 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $687,924 | 2,499 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $337,068 | 1,157 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $376,612 | 1,213 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $738,402 | 2,583 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $766,959 | 2,328 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $323,968 | 1,104 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $229,752 | 892 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $43,237 | 201 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $71,751 | 360 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $90,449 | 323 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $88,956 | 255 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $80,861 | 275 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $74,651 | 261 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $67,687 | 255 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $37,621 | 150 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $33,102 | 150 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $31,950 | 150 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $22,636 | 150 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||