Pure Financial Advisors, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1571556 SAN DIEGO, CA

Position in ROK

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$2,125,873

+$1,440,772 QoQ

Shares Held

4,294

+124.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#538

of 1,527 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Pure Financial Advisors, LLC holds $8,096,211 across 8 Specialty Industrial Machinery names. ROK ranks #1 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROK	Rockwell Automation, Inc This page	4,294	$2,125,873
2	GEV	GE Vernova Inc.	1,303	$1,530,842
3	PH	Parker-Hannifin Corp	1,041	$1,018,222
4	CMI	Cummins Inc	1,325	$945,003
5	ETN	Eaton Corp plc	2,048	$872,693
6	EMR	Emerson Electric Co	4,387	$627,999
7	CSW	Csw Industrials, Inc.	1,761	$490,086
8	ITW	Illinois Tool Works Inc	1,795	$485,493

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,125,873	4,294	+124.9%	Shares	Sole	2026-08-17
2026-03-31	$685,101	1,909	+1.0%	Shares	Sole	2026-04-10
2025-12-31	$735,731	1,891	+6.1%	Shares	Sole	2026-02-04
2025-09-30	$622,862	1,782	+4.9%	Shares	Sole	2025-10-20
2025-06-30	$564,356	1,699	+4.0%	Shares	Sole	2025-07-18
2025-03-31	$422,192	1,634	+3.2%	Shares	Sole	2025-04-23
2024-12-31	$452,691	1,584	-1.5%	Shares	Sole	2025-01-16
2024-09-30	$431,683	1,608	-0.3%	Shares	Sole	2024-10-29
2024-06-30	$444,026	1,613	+2.7%	Shares	Sole	2024-07-18
2024-03-31	$457,679	1,571	+100.6%	Shares	Sole	2024-04-16
2023-12-31	$243,105	783	-9.6%	Shares	Sole	2024-01-08
2023-09-30	$247,563	866	+21.6%	Shares	Sole	2023-10-10
2023-06-30	$234,568	712	0.0%	Shares	Sole	2023-07-10
2023-03-31	$208,936	712	—	Shares	Sole	2023-04-11
No filing history on record for this holder in this stock.