Position in ROK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$682,715
+$195,356 QoQ
Shares Held
1,379
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#809
of 1,521 holders
Holding Since
Dec 2024
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, 2026RICHARDS, MERRILL & PETERSON, INC. holds $3,668,339 across 7 Specialty Industrial Machinery names. ROK ranks #3 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
8,736 | $1,250,558 | |
| 2 | ITW |
Illinois Tool Works Inc
|
2,990 | $808,705 | |
| 3 | ROK |
Rockwell Automation, Inc
This page
|
1,379 | $682,715 | |
| 4 | XYL |
Xylem Inc.
|
2,550 | $301,435 | |
| 5 | ETN |
Eaton Corp plc
|
572 | $243,740 | |
| 6 | DOV |
DOVER Corp
|
1,000 | $224,280 | |
| 7 | CMI |
Cummins Inc
|
220 | $156,906 |
All Filings in ROK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,715 | 1,379 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $487,359 | 1,358 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $518,630 | 1,333 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $465,923 | 1,333 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $385,981 | 1,162 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $268,198 | 1,038 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $328,944 | 1,151 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||