Sigma Planning Corp

Position in ROK — Rockwell Automation, Inc

CIK 1449126 ANN ARBOR, MI

Position in ROK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,729,809

+$483,419 QoQ

Shares Held

3,494

+0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#582

of 1,527 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Sigma Planning Corp holds $23,747,714 across 17 Specialty Industrial Machinery names. ROK ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	5,248	$6,165,665
2	ETN	Eaton Corp plc	12,817	$5,461,580
3	GNRC	Generac Holdings Inc.	6,382	$1,868,713
4	ROK	Rockwell Automation, Inc This page	3,494	$1,729,809
5	ITT	Itt Inc.	6,424	$1,270,410
6	PH	Parker-Hannifin Corp	1,268	$1,240,256
7	ITW	Illinois Tool Works Inc	4,569	$1,235,777
8	CMI	Cummins Inc	1,291	$920,754

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,729,809	3,494	+0.6%	Shares	Sole	2026-08-07
2026-03-31	$1,246,390	3,473	-3.6%	Shares	Sole	2026-05-04
2025-12-31	$1,401,430	3,602	-1.3%	Shares	Sole	2026-01-30
2025-09-30	$1,276,134	3,651	-6.0%	Shares	Sole	2025-11-10
2025-06-30	$1,289,483	3,882	-2.8%	Shares	Sole	2025-08-05
2025-03-31	$1,031,711	3,993	+2.3%	Shares	Sole	2025-05-02
2024-12-31	$1,115,152	3,902	-0.5%	Shares	Sole	2025-02-03
2024-09-30	$1,052,900	3,922	-3.1%	Shares	Sole	2024-11-04
2024-06-30	$1,114,333	4,048	-10.5%	Shares	Sole	2024-08-06
2024-03-31	$1,317,685	4,523	+155.4%	Shares	Sole	2024-05-02
2023-12-31	$549,860	1,771	-62.1%	Shares	Sole	2024-02-01
2023-09-30	$1,336,442	4,675	-2.2%	Shares	Sole	2023-11-06
2023-06-30	$1,575,100	4,781	-0.4%	Shares	Sole	2023-08-02
2023-03-31	$1,407,973	4,798	-1.2%	Shares	Sole	2023-05-08
2022-12-31	$1,250,244	4,854	+3.0%	Shares	Sole	2023-01-24
2022-09-30	$1,013,813	4,713	+3.3%	Shares	Sole	2022-11-10
2022-06-30	$909,650	4,564	+6.3%	Shares	Sole	2022-08-11
2022-03-31	$1,202,168	4,293	-10.7%	Shares	Sole	2022-04-20
2021-12-31	$1,677,619	4,809	+5.5%	Shares	Sole	2022-02-02
2021-09-30	$1,340,528	4,559	-17.8%	Shares	Sole	2021-10-28
2021-06-30	$1,585,980	5,545	+16.9%	Shares	Sole	2021-08-13
2021-03-31	$1,258,981	4,743	+1.3%	Shares	Sole	2021-05-06
2020-12-31	$1,174,292	4,682	-0.9%	Shares	Sole	2021-02-09
2020-09-30	$1,042,933	4,726	-11.9%	Shares	Sole	2020-11-03
2020-06-30	$1,142,958	5,366	+11.0%	Shares	Sole	2020-07-31
2020-03-31	$729,348	4,833	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.