Phoenix Financial Ltd.

Position in ROK — Rockwell Automation, Inc

CIK 1679543 Givatayim, L3

Position in ROK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,844,729

+$822,082 QoQ

Shares Held

5,746

+2.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#486

of 1,527 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Phoenix Financial Ltd. holds $244,345,384 across 14 Specialty Industrial Machinery names. ROK ranks #4 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	1,367,937	$195,820,181
2	IR	Ingersoll Rand Inc.	372,663	$30,554,639
3	GEV	GE Vernova Inc.	7,489	$8,798,526
4	ROK	Rockwell Automation, Inc This page	5,746	$2,844,729
5	PH	Parker-Hannifin Corp	2,339	$2,287,822
6	CMI	Cummins Inc	1,458	$1,039,860
7	ITW	Illinois Tool Works Inc	2,858	$773,003
8	NDSN	Nordson Corp	1,672	$504,425

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,844,729	5,746	+2.0%	Shares	Sole	2026-08-11
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.