Perigon Wealth Management, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1575239 SAN FRANCISCO, CA

Position in ROK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,574,354

+$523,554 QoQ

Shares Held

3,180

+8.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#601

of 1,525 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Industrials · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $36,606,068 across 21 Specialty Industrial Machinery names. ROK ranks #6 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	8,057	$9,465,847
2	ETN	Eaton Corp plc	12,128	$5,167,983
3	CMI	Cummins Inc	6,837	$4,876,216
4	AME	Ametek Inc/	14,875	$3,598,857
5	EMR	Emerson Electric Co	22,813	$3,265,680
6	ROK	Rockwell Automation, Inc This page	3,180	$1,574,354
7	PH	Parker-Hannifin Corp	1,492	$1,459,355
8	SYM	Symbotic Inc.	27,569	$1,239,226

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,574,354	3,180	+8.6%	Shares	Sole	2026-08-07
2026-03-31	$1,050,800	2,928	-2.8%	Shares	Sole	2026-04-10
2025-12-31	$1,172,267	3,013	+4.7%	Shares	Sole	2026-01-16
2025-09-30	$1,005,597	2,877	+3.3%	Shares	Sole	2025-10-17
2025-06-30	$924,761	2,784	+0.5%	Shares	Sole	2025-07-16
2025-03-31	$715,454	2,769	-3.8%	Shares	Sole	2025-04-23
2024-12-31	$822,217	2,877	+3.4%	Shares	Sole	2025-01-22
2024-09-30	$747,124	2,783	+0.8%	Shares	Sole	2024-10-16
2024-06-30	$760,048	2,761	+0.3%	Shares	Sole	2024-08-02
2024-03-31	$802,031	2,753	+185.6%	Shares	Sole	2024-04-29
2023-12-31	$299,302	964	-11.2%	Shares	Sole	2024-01-29
2023-09-30	$310,454	1,086	-8.3%	Shares	Sole	2023-10-30
2023-06-30	$390,068	1,184	+32.1%	Shares	Sole	2023-08-02
2023-03-31	$262,931	896	-2.9%	Shares	Sole	2023-05-03
2022-12-31	$237,737	923	+190.3%	Shares	Sole	2023-05-01
2020-12-31	$79,757	318	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.