Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in ROK — Rockwell Automation, Inc
CIK 1510434
Seattle, WA
Position in ROK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,943,683
+$802,805 QoQ
Shares Held
3,926
+23.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#560
of 1,527 holders
Holding Since
Mar 2020
26 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $55,211,255 across 19 Specialty Industrial Machinery names. ROK ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
33,334 | $23,774,141 | |
| 2 | ETN |
Eaton Corp plc
|
23,024 | $9,810,986 | |
| 3 | GEV |
GE Vernova Inc.
|
4,883 | $5,736,841 | |
| 4 | PH |
Parker-Hannifin Corp
|
4,888 | $4,781,050 | |
| 5 | ROK |
Rockwell Automation, Inc
This page
|
3,926 | $1,943,683 | |
| 6 | ITW |
Illinois Tool Works Inc
|
5,783 | $1,564,127 | |
| 7 | AME |
Ametek Inc/
|
5,302 | $1,282,765 | |
| 8 | OTIS |
Otis Worldwide Corp
|
10,599 | $758,887 |
All Filings in ROK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,943,683 | 3,926 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $1,140,878 | 3,179 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,180,827 | 3,035 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $624,609 | 1,787 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $441,453 | 1,329 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $352,947 | 1,366 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,748,177 | 6,117 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,309,816 | 4,879 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $380,436 | 1,382 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $660,445 | 2,267 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $766,575 | 2,469 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $686,088 | 2,400 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $851,628 | 2,585 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $709,268 | 2,417 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $632,591 | 2,456 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $423,121 | 1,967 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $366,132 | 1,837 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $700,355 | 2,501 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $954,104 | 2,735 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,246,525 | 14,442 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $840,612 | 2,939 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $723,589 | 2,726 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $589,905 | 2,352 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,435,523 | 6,505 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,379,814 | 6,478 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,205,318 | 7,987 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||