Richard C. Young & CO., LTD.

Position in ROK — Rockwell Automation, Inc

CIK 1387304 NEWPORT, RI

Position in ROK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,987,312

+$790,249 QoQ

Shares Held

6,034

-1.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#473

of 1,527 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Richard C. Young & CO., LTD. holds $52,866,549 across 4 Specialty Industrial Machinery names. ROK ranks #4 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc	39,222	$27,973,522
2	EMR	Emerson Electric Co	123,634	$17,698,207
3	ETN	Eaton Corp plc	9,874	$4,207,508
4	ROK	Rockwell Automation, Inc This page	6,034	$2,987,312

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,987,312	6,034	-1.4%	Shares	Sole	2026-07-28
2026-03-31	$2,197,063	6,122	-0.6%	Shares	Sole	2026-05-07
2025-12-31	$2,395,503	6,157	-0.7%	Shares	Sole	2026-01-29
2025-09-30	$2,167,435	6,201	-3.6%	Shares	Sole	2025-11-12
2025-06-30	$2,136,849	6,433	-0.9%	Shares	Sole	2025-08-07
2025-03-31	$1,677,144	6,491	-1.8%	Shares	Sole	2025-05-02
2024-12-31	$1,888,500	6,608	-7.7%	Shares	Sole	2025-01-28
2024-09-30	$1,922,442	7,161	-37.8%	Shares	Sole	2024-11-07
2024-06-30	$3,167,646	11,507	-36.2%	Shares	Sole	2024-08-08
2024-03-31	$5,253,262	18,032	-2.0%	Shares	Sole	2024-05-08
2023-12-31	$5,714,073	18,404	-1.0%	Shares	Sole	2024-02-12
2023-09-30	$5,314,323	18,590	-0.8%	Shares	Sole	2023-11-13
2023-06-30	$6,175,540	18,745	-2.8%	Shares	Sole	2023-08-08
2023-03-31	$5,657,422	19,279	-4.0%	Shares	Sole	2023-05-12
2022-12-31	$5,171,490	20,078	-1.9%	Shares	Sole	2023-02-10
2022-09-30	$4,401,580	20,462	-0.3%	Shares	Sole	2022-11-10
2022-06-30	$4,090,040	20,521	-1.1%	Shares	Sole	2022-08-03
2022-03-31	$5,808,942	20,744	-2.2%	Shares	Sole	2022-05-06
2021-12-31	$7,402,597	21,220	-3.4%	Shares	Sole	2022-02-11
2021-09-30	$6,462,117	21,977	-0.4%	Shares	Sole	2021-11-10
2021-06-30	$6,311,317	22,066	-1.5%	Shares	Sole	2021-08-11
2021-03-31	$5,944,528	22,395	-0.7%	Shares	Sole	2021-05-13
2020-12-31	$5,654,511	22,545	-2.1%	Shares	Sole	2021-02-12
2020-09-30	$5,079,612	23,018	-1.0%	Shares	Sole	2020-11-12
2020-06-30	$4,950,333	23,241	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.