Capital Investment Advisors, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1582732 ATLANTA, GA

Position in ROK

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,393,155

+$391,163 QoQ

Shares Held

2,814

+0.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#635

of 1,527 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Capital Investment Advisors, LLC holds $103,708,377 across 10 Specialty Industrial Machinery names. ROK ranks #7 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc	113,050	$80,628,390
2	GEV	GE Vernova Inc.	6,693	$7,863,337
3	ITW	Illinois Tool Works Inc	15,219	$4,116,282
4	EMR	Emerson Electric Co	23,186	$3,319,075
5	ETN	Eaton Corp plc	7,433	$3,167,349
6	GGG	Graco Inc	23,553	$1,780,842
7	ROK	Rockwell Automation, Inc This page	2,814	$1,393,155
8	PH	Parker-Hannifin Corp	877	$857,811

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,393,155	2,814	+0.8%	Shares	Sole	2026-08-06
2026-03-31	$1,001,992	2,792	-3.3%	Shares	Sole	2026-04-17
2025-12-31	$1,123,634	2,888	+26.5%	Shares	Sole	2026-01-13
2025-09-30	$797,976	2,283	+4.2%	Shares	Sole	2025-10-23
2025-06-30	$728,116	2,192	+5.7%	Shares	Sole	2025-07-17
2025-03-31	$535,621	2,073	+7.4%	Shares	Sole	2025-04-14
2024-12-31	$551,860	1,931	-4.0%	Shares	Sole	2025-01-13
2024-09-30	$540,141	2,012	+0.8%	Shares	Sole	2024-10-17
2024-06-30	$549,458	1,996	+1.6%	Shares	Sole	2024-07-12
2024-03-31	$572,172	1,964	+0.1%	Shares	Sole	2024-04-15
2023-12-31	$609,472	1,963	+0.4%	Shares	Sole	2024-01-05
2023-09-30	$558,875	1,955	+12.2%	Shares	Sole	2023-10-16
2023-06-30	$573,901	1,742	-0.2%	Shares	Sole	2023-07-11
2023-03-31	$512,070	1,745	+0.2%	Shares	Sole	2023-04-10
2022-12-31	$448,686	1,742	+0.2%	Shares	Sole	2023-01-05
2022-09-30	$373,861	1,738	-0.6%	Shares	Sole	2022-10-05
2022-06-30	$348,393	1,748	0.0%	Shares	Sole	2022-07-06
2022-03-31	$489,492	1,748	-0.1%	Shares	Sole	2022-04-13
2021-12-31	$610,487	1,750	+0.1%	Shares	Sole	2022-01-10
2021-09-30	$514,275	1,749	+0.1%	Shares	Sole	2021-10-13
2021-06-30	$499,962	1,748	-2.7%	Shares	Sole	2021-07-14
2021-03-31	$476,730	1,796	0.0%	Shares	Sole	2021-04-27
2020-12-31	$450,454	1,796	+0.4%	Shares	Sole	2021-01-21
2020-09-30	$394,575	1,788	0.0%	Shares	Sole	2020-10-29
2020-06-30	$380,844	1,788	+0.6%	Shares	Sole	2020-07-20
2020-03-31	$268,317	1,778	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.