CAPITAL FINANCIAL GROUP INC\CO\ /ADV
Position in ROK — Rockwell Automation, Inc
CIK 1061555
LITTLETON, CO
Position in ROK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$780,246
+$241,926 QoQ
Shares Held
1,576
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#773
of 1,526 holders
Holding Since
Dec 2025
3 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, 2026CAPITAL FINANCIAL GROUP INC\CO\ /ADV holds $1,491,160 across 2 Specialty Industrial Machinery names. ROK ranks #1 (52.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
1,576 | $780,246 | |
| 2 | XYL |
Xylem Inc.
|
6,014 | $710,914 |
All Filings in ROK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $780,246 | 1,576 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $538,320 | 1,500 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $583,605 | 1,500 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||