IFP Advisors, Inc

Position in ROK — Rockwell Automation, Inc

CIK 1641866 TAMPA, FL

Position in ROK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$891,639

+$148,758 QoQ

Shares Held

1,801

-13.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#735

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

IFP Advisors, Inc holds $42,332,050 across 58 Specialty Industrial Machinery names. ROK ranks #13 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	6,840	$8,036,042
2	PH	Parker-Hannifin Corp	7,037	$6,883,030
3	ETN	Eaton Corp plc	10,814	$4,608,061
4	HURC	Hurco Companies Inc	200,068	$4,581,557
5	TWIN	Twin Disc Inc	120,357	$2,792,282
6	CMI	Cummins Inc	3,638	$2,594,657
7	OTIS	Otis Worldwide Corp	26,109	$1,869,404
8	JBTM	JBT MAREL Corp	9,874	$1,431,730

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$891,639	1,801	-13.0%	Shares	Sole	2026-07-20
2026-03-31	$742,881	2,070	+9.3%	Shares	Sole	2026-04-13
2025-12-31	$736,898	1,894	+8.7%	Shares	Sole	2026-02-06
2025-09-30	$608,881	1,742	+22.1%	Shares	Sole	2026-02-06
2025-06-30	$474,006	1,427	+2.7%	Shares	Sole	2025-07-24
2025-03-31	$359,148	1,390	-2.6%	Shares	Sole	2025-05-05
2024-12-31	$407,822	1,427	-7.0%	Shares	Sole	2025-02-04
2024-09-30	$412,086	1,535	+14.3%	Shares	Sole	2025-02-04
2024-06-30	$369,701	1,343	+6.5%	Shares	Sole	2024-07-30
2024-03-31	$367,367	1,261	-9.2%	Shares	Sole	2024-07-30
2023-12-31	$431,256	1,389	+10.7%	Shares	Sole	2024-01-09
2023-09-30	$358,766	1,255	+17.8%	Shares	Sole	2023-10-12
2023-06-30	$350,864	1,065	-12.3%	Shares	Sole	2023-08-04
2023-03-31	$356,248	1,214	-64.9%	Shares	Sole	2023-04-18
2022-12-31	$392	3,463	-63.2%	Shares	Sole	2023-02-07
2022-09-30	$2,023,754	9,408	+1.3%	Shares	Sole	2022-11-08
2022-06-30	$1,850,394	9,284	+15.8%	Shares	Sole	2022-09-06
2022-03-31	$2,244,440	8,015	+18.4%	Shares	Sole	2022-08-08
2021-12-31	$2,362,412	6,772	+0.8%	Shares	Sole	2022-01-12
2021-09-30	$1,975,360	6,718	+1.4%	Shares	Sole	2021-10-06
2021-06-30	$1,895,740	6,628	+3.1%	Shares	Sole	2021-07-13
2021-03-31	$1,705,717	6,426	+13.0%	Shares	Sole	2021-04-30
2020-12-31	$1,426,356	5,687	+5.2%	Shares	Sole	2021-01-25
2020-09-30	$1,192,996	5,406	+4.2%	Shares	Sole	2020-10-29
2020-06-30	$1,105,470	5,190	-19.9%	Shares	Sole	2020-08-05
2020-03-31	$978,349	6,483	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.