Financial Gravity Companies, Inc.
Position in ROK — Rockwell Automation, Inc
CIK 1377167
Lakeway, TX
Position in ROK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$59,409
+$19,549 QoQ
Shares Held
120
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#664
of 784 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Financial Gravity Companies, Inc. holds $629,483 across 14 Specialty Industrial Machinery names. ROK ranks #2 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
334 | $392,403 | |
| 2 | ROK |
Rockwell Automation, Inc
This page
|
120 | $59,409 | |
| 3 | SMERY |
Siemens Energy AG/ADR
|
1,520 | $57,972 | |
| 4 | XYL |
Xylem Inc.
|
376 | $44,446 | |
| 5 | ITT |
Itt Inc.
|
172 | $34,014 | |
| 6 | ETN |
Eaton Corp plc
|
32 | $13,635 | |
| 7 | CMI |
Cummins Inc
|
8 | $5,705 | |
| 8 | GTES |
Gates Industrial Corp Ltd.
|
199 | $5,566 |
All Filings in ROK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,409 | 120 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $39,860 | 120 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $34,294 | 120 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||