Belpointe Asset Management LLC

Position in ROK — Rockwell Automation, Inc

CIK 1721242 RENO, NV

Position in ROK

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$788,167

+$232,980 QoQ

Shares Held

1,592

+2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#770

of 1,526 holders

Holding Since

Jun 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Belpointe Asset Management LLC holds $21,260,308 across 11 Specialty Industrial Machinery names. ROK ranks #6 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PH	Parker-Hannifin Corp	8,250	$8,069,490
2	ETN	Eaton Corp plc	12,801	$5,454,762
3	GEV	GE Vernova Inc.	1,728	$2,030,158
4	CMI	Cummins Inc	2,366	$1,687,454
5	ITW	Illinois Tool Works Inc	3,585	$969,634
6	ROK	Rockwell Automation, Inc This page	1,592	$788,167
7	PSIX	Power Solutions International, Inc.	18,795	$730,937
8	NPO	Enpro Inc.	1,235	$465,508

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$788,167	1,592	+2.9%	Shares	Sole	2026-07-31
2026-03-31	$555,187	1,547	-0.5%	Shares	Sole	2026-04-28
2025-12-31	$604,614	1,554	+193.2%	Shares	Sole	2026-01-27
2023-03-31	$155,528	530	+108.7%	Shares	Sole	2023-05-15
2022-12-31	$65,422	254	-36.2%	Shares	Sole	2023-02-08
2021-12-31	$138,842	398	+11.8%	Shares	Sole	2022-02-15
2021-09-30	$104,678	356	-25.7%	Shares	Sole	2021-11-15
2021-03-31	$127,145	479	+2.1%	Shares	Sole	2021-05-14
2020-12-31	$117,629	469	+0.2%	Shares	Sole	2021-02-16
2020-09-30	$103,278	468	-0.8%	Shares	Sole	2020-11-13
2020-06-30	$100,536	472	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.