Phoenix Financial Ltd.

Position in ROK — Rockwell Automation, Inc

CIK 1679543 Givatayim, L3

Position in ROK

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$2,022,647

+$1,253,067 QoQ

Shares Held

5,636

+184.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Phoenix Financial Ltd. holds $187,199,024 across 18 Specialty Industrial Machinery names. ROK ranks #4 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	1,321,566	$173,151,577
2	GEV	GE Vernova Inc.	5,166	$4,509,401
3	PH	Parker-Hannifin Corp	2,492	$2,230,938
4	ROK	Rockwell Automation, Inc This page	5,636	$2,022,647
5	CMI	Cummins Inc	1,366	$734,935
6	ITW	Illinois Tool Works Inc	2,638	$686,645
7	XYL	Xylem Inc.	4,749	$567,505
8	NDSN	Nordson Corp	1,636	$435,274

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,022,647	5,636	+184.9%	Shares	Sole	2026-05-11
2025-12-31	$769,580	1,978	+7.3%	Shares	Sole	2026-02-05
2025-09-30	$644,183	1,843	+60.5%	Shares	Sole	2025-11-13
2025-06-30	$381,331	1,148	+9.5%	Shares	Sole	2025-07-30
2025-03-31	$270,782	1,048	-89.5%	Shares	Sole	2025-05-07
2023-12-31	$3,110,699	10,019	+15.7%	Shares	Sole	2024-02-14
2023-09-30	$2,475,348	8,659	+129.9%	Shares	Sole	2023-12-04
2023-06-30	$1,241,038	3,767	+39.5%	Shares	Sole	2023-08-07
2023-03-31	$792,608	2,701	+35.0%	Shares	Sole	2023-05-11
2022-12-31	$515,397	2,001	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.