BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in ROK — Rockwell Automation, Inc
CIK 1654599
MORRISTOWN, NJ
Position in ROK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$319,326
+$84,978 QoQ
Shares Held
645
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,070
of 1,525 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $61,869,156 across 15 Specialty Industrial Machinery names. ROK ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
55,706 | $23,737,440 | |
| 2 | GEV |
GE Vernova Inc.
|
16,438 | $19,312,348 | |
| 3 | GNRC |
Generac Holdings Inc.
|
36,032 | $10,550,529 | |
| 4 | ITW |
Illinois Tool Works Inc
|
24,228 | $6,552,947 | |
| 5 | EMR |
Emerson Electric Co
|
2,315 | $331,392 | |
| 6 | ROK |
Rockwell Automation, Inc
This page
|
645 | $319,326 | |
| 7 | AME |
Ametek Inc/
|
1,045 | $252,827 | |
| 8 | MIDD |
MIDDLEBY Corp
|
1,819 | $251,650 |
All Filings in ROK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,326 | 645 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $234,348 | 653 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $245,114 | 630 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $226,844 | 649 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $209,267 | 630 | Shares | Sole | 2025-07-15 | |
| 2024-12-31 | $247,779 | 867 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $317,051 | 1,181 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $491,925 | 1,787 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $613,540 | 2,106 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $654,802 | 2,109 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $602,899 | 2,109 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $694,810 | 2,109 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $657,914 | 2,242 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $299,553 | 1,163 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,652,951 | 12,333 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,458,090 | 12,333 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $3,598,385 | 12,850 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,497,723 | 12,893 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,722,282 | 16,060 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,664,986 | 16,310 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $4,329,326 | 16,310 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $4,090,711 | 16,310 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,599,290 | 16,310 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,474,030 | 16,310 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $2,461,342 | 16,310 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||