Retirement Planning Group, LLC
PensionPosition in ROK — Rockwell Automation, Inc
CIK 1508195
LEAWOOD, KS
Position in ROK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$693,607
New position
Shares Held
1,401
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#805
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, 2026Retirement Planning Group, LLC holds $3,906,657 across 8 Specialty Industrial Machinery names. ROK ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CR |
Crane Co
|
3,876 | $864,619 | |
| 2 | ROK |
Rockwell Automation, Inc
This page
|
1,401 | $693,607 | |
| 3 | EMR |
Emerson Electric Co
|
3,384 | $484,419 | |
| 4 | AMSC |
American Superconductor Corp /De/
|
11,000 | $456,610 | |
| 5 | GEV |
GE Vernova Inc.
|
364 | $427,649 | |
| 6 | ETN |
Eaton Corp plc
|
854 | $363,906 | |
| 7 | CMI |
Cummins Inc
|
474 | $338,061 | |
| 8 | PH |
Parker-Hannifin Corp
|
284 | $277,786 |
All Filings in ROK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $693,607 | 1,401 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||