Focus Partners Wealth

Position in ROK — Rockwell Automation, Inc

CIK 1542153 ST LOUIS, MO

Position in ROK

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$16,530,012

+$2,737,870 QoQ

Shares Held

46,060

+29.9% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 39.098834111302935.ToString("F0")% Shared 0.ToString("F0")% None 60.901165888697065.ToString("F0")%

Industrials · as of Mar 31, 2026

Focus Partners Wealth holds $771,684,564 across 32 Specialty Industrial Machinery names. ROK ranks #8 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PH	Parker-Hannifin Corp	394,782	$353,424,637
2	GEV	GE Vernova Inc.	106,736	$93,169,854
3	CMI	Cummins Inc	149,935	$80,668,028
4	ETN	Eaton Corp plc	166,230	$59,455,484
5	EMR	Emerson Electric Co	354,800	$46,485,896
6	GNRC	Generac Holdings Inc.	147,895	$28,888,330
7	ITW	Illinois Tool Works Inc	85,364	$22,219,395
8	ROK	Rockwell Automation, Inc This page	46,060	$16,530,012

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,530,012	46,060	+29.9%	Shares	Sole	2026-05-15
2025-12-31	$13,792,142	35,449	+176.7%	Shares	Sole	2026-02-13
2025-09-30	$4,477,479	12,810	+11.5%	Shares	Sole	2025-11-14
2025-06-30	$3,817,297	11,492	-13.9%	Shares	Sole	2025-08-14
2025-03-31	$3,448,856	13,348	+14.3%	Shares	Sole	2025-05-20
2024-12-31	$3,336,312	11,674	-2.2%	Shares	Sole	2025-05-29
2024-09-30	$3,205,949	11,942	+34.7%	Shares	Sole	2024-11-14
2024-06-30	$2,441,182	8,868	+133.7%	Shares	Sole	2024-08-15
2024-03-31	$1,105,306	3,794	+38.8%	Shares	Sole	2024-05-16
2023-12-31	$848,541	2,733	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.