Jackson, Grant Investment Advisers, Inc.
Position in ROK — Rockwell Automation, Inc
CIK 1650300
STAMFORD, CT
Position in ROK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,940
+$1,634 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,457
of 1,527 holders
Holding Since
Mar 2023
14 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, 2026Jackson, Grant Investment Advisers, Inc. holds $2,277,224 across 10 Specialty Industrial Machinery names. ROK ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
11,412 | $1,633,627 | |
| 2 | ITW |
Illinois Tool Works Inc
|
855 | $231,251 | |
| 3 | ETN |
Eaton Corp plc
|
435 | $185,362 | |
| 4 | GEV |
GE Vernova Inc.
|
96 | $112,786 | |
| 5 | DOV |
DOVER Corp
|
173 | $38,800 | |
| 6 | IR |
Ingersoll Rand Inc.
|
306 | $25,088 | |
| 7 | OTIS |
Otis Worldwide Corp
|
349 | $24,988 | |
| 8 | CMI |
Cummins Inc
|
17 | $12,124 |
All Filings in ROK
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,940 | 12 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,306 | 12 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,668 | 12 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,194 | 12 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,986 | 12 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,100 | 12 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,429 | 12 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,221 | 12 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,303 | 12 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,495 | 12 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,725 | 12 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,430 | 12 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,953 | 12 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,521 | 12 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||