Position in ROK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,906,119
+$471,836 QoQ
Shares Held
5,870
-13.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#478
of 1,525 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Orange Investment Advisors, Inc. holds $7,737,169 across 6 Specialty Industrial Machinery names. ROK ranks #1 (37.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
5,870 | $2,906,119 | |
| 2 | GNRC |
Generac Holdings Inc.
|
8,134 | $2,381,716 | |
| 3 | GEV |
GE Vernova Inc.
|
807 | $948,112 | |
| 4 | EMR |
Emerson Electric Co
|
6,149 | $880,229 | |
| 5 | ITW |
Illinois Tool Works Inc
|
1,430 | $386,772 | |
| 6 | GTLS |
Chart Industries Inc
|
1,121 | $234,221 |
All Filings in ROK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,906,119 | 5,870 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,434,283 | 6,783 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,104,000 | 7,978 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,190,160 | 9,127 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,092,170 | 9,309 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||