OXFORD FINANCIAL GROUP, LTD. LLC

Position in ROK — Rockwell Automation, Inc

CIK 1245862 INDIANAPOLIS, IN

Position in ROK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$971,346

+$229,542 QoQ

Shares Held

1,962

-5.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#722

of 1,527 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $7,948,886 across 5 Specialty Industrial Machinery names. ROK ranks #3 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	12,404	$5,285,592
2	GEV	GE Vernova Inc.	886	$1,040,925
3	ROK	Rockwell Automation, Inc This page	1,962	$971,346
4	DOV	DOVER Corp	1,488	$333,728
5	PNR	PENTAIR plc	4,139	$317,295

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$971,346	1,962	-5.1%	Shares	Sole	2026-08-11
2026-03-31	$741,804	2,067	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.