Smith Salley Wealth Management
Position in ROK — Rockwell Automation, Inc
CIK 1482012
GREENSBORO, NC
Position in ROK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$301,008
New position
Shares Held
608
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,103
of 1,527 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Smith Salley Wealth Management holds $65,392,883 across 8 Specialty Industrial Machinery names. ROK ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AME |
Ametek Inc/
|
110,491 | $26,732,192 | |
| 2 | CMI |
Cummins Inc
|
23,045 | $16,435,924 | |
| 3 | XYL |
Xylem Inc.
|
79,697 | $9,420,982 | |
| 4 | ETN |
Eaton Corp plc
|
17,907 | $7,630,530 | |
| 5 | EMR |
Emerson Electric Co
|
14,854 | $2,126,350 | |
| 6 | PH |
Parker-Hannifin Corp
|
2,047 | $2,002,211 | |
| 7 | GEV |
GE Vernova Inc.
|
633 | $743,686 | |
| 8 | ROK |
Rockwell Automation, Inc
This page
|
608 | $301,008 |
All Filings in ROK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,008 | 608 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||