Sunbelt Securities, Inc.

Broker-Dealer

Position in ROK — Rockwell Automation, Inc

CIK 1632932 HOUSTON, TX

Position in ROK

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$134,221

-$10,513 QoQ

Shares Held

374

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Mar 31, 2026

Sunbelt Securities, Inc. holds $8,551,924 across 37 Specialty Industrial Machinery names. ROK ranks #8 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	3,052	$2,664,090
2	CMI	Cummins Inc	3,148	$1,693,686
3	ETN	Eaton Corp plc	3,436	$1,228,954
4	PH	Parker-Hannifin Corp	1,036	$927,468
5	EMR	Emerson Electric Co	5,084	$666,105
6	SYM	Symbotic Inc.	9,203	$489,599
7	AME	Ametek Inc/	981	$210,287
8	ROK	Rockwell Automation, Inc This page	374	$134,221

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$134,221	374	+0.5%	Shares	Sole	2026-05-18
2025-12-31	$144,734	372	0.0%	Shares	Sole	2026-02-20
2025-09-30	$130,025	372	-46.5%	Shares	Sole	2025-11-19
2025-06-30	$230,858	695	+76.4%	Shares	Sole	2025-08-14
2025-03-31	$101,801	394	-43.3%	Shares	Sole	2025-04-24
2024-12-31	$198,624	695	+0.1%	Shares	Sole	2025-02-18
2024-09-30	$186,311	694	+34.5%	Shares	Sole	2024-11-18
2024-06-30	$142,044	516	+0.2%	Shares	Sole	2024-08-16
2024-03-31	$150,034	515	+0.2%	Shares	Sole	2024-04-15
2023-12-31	$159,586	514	+0.6%	Shares	Sole	2024-02-15
2023-09-30	$146,079	511	+0.2%	Shares	Sole	2023-12-11
2023-06-30	$168,019	510	+0.2%	Shares	Sole	2023-08-16
2023-03-31	$149,366	509	-34.3%	Shares	Sole	2023-05-17
2022-03-31	$217,023	775	+2.2%	Shares	Sole	2022-05-16
2021-12-31	$264,428	758	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.