Checchi Capital Advisers, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1598186
BEVERLY HILLS, CA
Position in ROK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$691,626
+$190,630 QoQ
Shares Held
1,397
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#807
of 1,527 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Checchi Capital Advisers, LLC holds $12,161,222 across 15 Specialty Industrial Machinery names. ROK ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,866 | $2,192,288 | |
| 2 | ETN |
Eaton Corp plc
|
4,179 | $1,780,755 | |
| 3 | CMI |
Cummins Inc
|
2,477 | $1,766,621 | |
| 4 | PH |
Parker-Hannifin Corp
|
1,325 | $1,296,009 | |
| 5 | EMR |
Emerson Electric Co
|
8,129 | $1,163,666 | |
| 6 | ITW |
Illinois Tool Works Inc
|
3,233 | $874,429 | |
| 7 | ROK |
Rockwell Automation, Inc
This page
|
1,397 | $691,626 | |
| 8 | AME |
Ametek Inc/
|
1,738 | $420,491 |
All Filings in ROK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,626 | 1,397 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $500,996 | 1,396 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $469,218 | 1,206 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $429,222 | 1,228 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $465,370 | 1,401 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $382,402 | 1,480 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $419,539 | 1,468 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $398,931 | 1,486 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $440,998 | 1,602 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $467,001 | 1,603 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $483,106 | 1,556 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $440,239 | 1,540 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $514,930 | 1,563 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $464,237 | 1,582 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $382,749 | 1,486 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $305,456 | 1,420 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $272,656 | 1,368 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $344,436 | 1,230 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $401,177 | 1,150 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $321,973 | 1,095 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $299,462 | 1,047 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $288,002 | 1,085 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $270,122 | 1,077 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $237,672 | 1,077 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $225,993 | 1,061 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||