SFMG, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1512026 PLANO, TX

Position in ROK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$243,084

-$19,404 QoQ

Shares Held

491

-45.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,192

of 1,527 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

SFMG, LLC holds $5,286,139 across 7 Specialty Industrial Machinery names. ROK ranks #6 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	4,237	$1,805,470
2	GEV	GE Vernova Inc.	1,090	$1,280,597
3	CMI	Cummins Inc	1,127	$803,787
4	PH	Parker-Hannifin Corp	642	$627,953
5	ITW	Illinois Tool Works Inc	1,192	$322,400
6	ROK	Rockwell Automation, Inc This page	491	$243,084
7	XYL	Xylem Inc.	1,716	$202,848

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$243,084	491	-45.5%	Shares	Sole	2026-08-13
2024-03-31	$262,488	901	-6.7%	Shares	Sole	2024-05-07
2023-12-31	$299,923	966	-0.9%	Shares	Sole	2024-01-30
2023-09-30	$278,723	975	-21.6%	Shares	Sole	2023-11-06
2023-06-30	$409,506	1,243	+27.5%	Shares	Sole	2023-08-14
2023-03-31	$286,113	975	+0.5%	Shares	Sole	2023-05-01
2022-12-31	$249,842	970	-0.5%	Shares	Sole	2023-01-25
2022-09-30	$209,732	975	-58.0%	Shares	Sole	2022-10-20
2022-03-31	$650,229	2,322	-3.4%	Shares	Sole	2022-04-21
2021-12-31	$838,286	2,403	+0.2%	Shares	Sole	2022-01-31
2021-09-30	$705,107	2,398	+2.2%	Shares	Sole	2021-11-01
2021-06-30	$671,288	2,347	+2.7%	Shares	Sole	2021-08-06
2021-03-31	$606,795	2,286	-3.0%	Shares	Sole	2021-05-03
2020-12-31	$590,908	2,356	+51.2%	Shares	Sole	2021-02-02
2020-09-30	$343,819	1,558	+0.5%	Shares	Sole	2020-11-12
2020-06-30	$330,363	1,551	-1.0%	Shares	Sole	2020-08-03
2020-03-31	$236,475	1,567	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.