Fort Point Capital Partners LLC
Position in ROK — Rockwell Automation, Inc
CIK 1589282
San Francisco, CA
Position in ROK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$491,119
+$115,372 QoQ
Shares Held
992
-5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#925
of 1,527 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Fort Point Capital Partners LLC holds $1,440,405 across 2 Specialty Industrial Machinery names. ROK ranks #2 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
808 | $949,286 | |
| 2 | ROK |
Rockwell Automation, Inc
This page
|
992 | $491,119 |
All Filings in ROK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $491,119 | 992 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $375,747 | 1,047 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $365,725 | 940 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $328,558 | 940 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $356,750 | 1,074 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $284,734 | 1,102 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $347,234 | 1,215 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $345,776 | 1,288 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $354,560 | 1,288 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $369,115 | 1,267 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $393,688 | 1,268 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $379,921 | 1,329 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $431,579 | 1,310 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $380,017 | 1,295 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $307,281 | 1,193 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $256,626 | 1,193 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $236,182 | 1,185 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $736,478 | 2,630 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $917,475 | 2,630 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $488,106 | 1,660 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $467,356 | 1,634 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $433,728 | 1,634 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $409,823 | 1,634 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $360,591 | 1,634 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $353,367 | 1,659 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $250,359 | 1,659 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||