SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in ROK — Rockwell Automation, Inc
CIK 1079935
LOS ANGELES, CA
Position in ROK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$271,303
+$31,931 QoQ
Shares Held
548
-17.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,145
of 1,525 holders
Holding Since
Jun 2025
5 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, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $8,684,473 across 8 Specialty Industrial Machinery names. ROK ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
8,414 | $3,585,372 | |
| 2 | PH |
Parker-Hannifin Corp
|
1,443 | $1,411,426 | |
| 3 | GEV |
GE Vernova Inc.
|
1,034 | $1,214,804 | |
| 4 | CMI |
Cummins Inc
|
1,582 | $1,128,298 | |
| 5 | ITW |
Illinois Tool Works Inc
|
1,831 | $495,230 | |
| 6 | AME |
Ametek Inc/
|
1,523 | $368,474 | |
| 7 | ROK |
Rockwell Automation, Inc
This page
|
548 | $271,303 | |
| 8 | IR |
Ingersoll Rand Inc.
|
2,556 | $209,566 |
All Filings in ROK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,303 | 548 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $239,372 | 667 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $257,953 | 663 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $245,370 | 702 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $232,851 | 701 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||