Pinnacle Wealth Planning Services, Inc.
Position in ROK — Rockwell Automation, Inc
CIK 1726752
MANSFIELD, OH
Position in ROK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$330,713
+$92,776 QoQ
Shares Held
668
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,057
of 1,527 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $13,499,981 across 43 Specialty Industrial Machinery names. ROK ranks #10 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,808 | $2,124,146 | |
| 2 | NDSN |
Nordson Corp
|
6,238 | $1,881,942 | |
| 3 | PH |
Parker-Hannifin Corp
|
1,884 | $1,842,778 | |
| 4 | GRC |
Gorman Rupp Co
|
17,167 | $1,574,900 | |
| 5 | ETN |
Eaton Corp plc
|
3,538 | $1,507,612 | |
| 6 | CMI |
Cummins Inc
|
1,139 | $812,346 | |
| 7 | EMR |
Emerson Electric Co
|
5,386 | $771,005 | |
| 8 | AME |
Ametek Inc/
|
1,850 | $447,589 |
All Filings in ROK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,713 | 668 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $237,937 | 663 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $256,397 | 659 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $276,478 | 791 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $288,987 | 870 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $236,417 | 915 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $267,785 | 937 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $332,621 | 1,239 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $316,296 | 1,149 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $299,778 | 1,029 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $320,415 | 1,032 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $295,303 | 1,033 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $340,321 | 1,033 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $303,133 | 1,033 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $268,130 | 1,041 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $222,208 | 1,033 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $204,691 | 1,027 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $220,663 | 788 | Shares | Sole | 2022-04-20 | |
| 2020-12-31 | $119,636 | 477 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||