WESPAC Advisors SoCal, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1668188 Pasadena, CA

Position in ROK

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,410,049

+$879,067 QoQ

Shares Held

4,868

+14.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#518

of 1,527 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 56% Shared 0% None 44%

Industrials · as of Jun 30, 2026

WESPAC Advisors SoCal, LLC holds $18,605,538 across 3 Specialty Industrial Machinery names. ROK ranks #3 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	23,805	$10,143,786
2	GEV	GE Vernova Inc.	5,151	$6,051,703
3	ROK	Rockwell Automation, Inc This page	4,868	$2,410,049

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,410,049	4,868	+14.1%	Shares	Sole	2026-07-16
2026-03-31	$1,530,982	4,266	+18.9%	Shares	Sole	2026-04-15
2025-12-31	$1,395,594	3,587	+6.5%	Shares	Sole	2026-01-07
2025-09-30	$1,177,217	3,368	+2.0%	Shares	Sole	2025-10-22
2025-06-30	$1,097,157	3,303	—	Shares	Sole	2025-07-30
No filing history on record for this holder in this stock.