Community Financial Services Group, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1537319
NEWPORT, VT
Position in ROK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$721,826
+$198,579 QoQ
Shares Held
1,458
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#793
of 1,527 holders
Holding Since
Mar 2026
2 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, 2026Community Financial Services Group, LLC holds $32,367,707 across 12 Specialty Industrial Machinery names. ROK ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
28,934 | $12,329,355 | |
| 2 | EMR |
Emerson Electric Co
|
62,909 | $9,005,423 | |
| 3 | PH |
Parker-Hannifin Corp
|
9,057 | $8,858,832 | |
| 4 | GEV |
GE Vernova Inc.
|
1,064 | $1,250,050 | |
| 5 | ROK |
Rockwell Automation, Inc
This page
|
1,458 | $721,826 | |
| 6 | CMI |
Cummins Inc
|
100 | $71,321 | |
| 7 | DOV |
DOVER Corp
|
210 | $47,098 | |
| 8 | OTIS |
Otis Worldwide Corp
|
536 | $38,377 |
All Filings in ROK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721,826 | 1,458 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $523,247 | 1,458 | Shares | Defined | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||