Smart Money Group LLC

Position in ROK — Rockwell Automation, Inc

CIK 1728866 EASTLAND, TX

Position in ROK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$454,483

+$125,749 QoQ

Shares Held

918

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#952

of 1,527 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Smart Money Group LLC holds $454,483 across 1 Specialty Industrial Machinery name. ROK ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ROK	Rockwell Automation, Inc This page	918	$454,483

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$454,483	918	+0.2%	Shares	Sole	2026-07-29
2026-03-31	$328,734	916	+0.3%	Shares	Sole	2026-05-05
2025-12-31	$355,220	913	+0.2%	Shares	Sole	2026-01-30
2025-09-30	$318,421	911	+0.3%	Shares	Sole	2025-11-12
2025-06-30	$301,610	908	+0.3%	Shares	Sole	2025-08-06
2025-03-31	$233,833	905	+0.6%	Shares	Sole	2025-05-12
2024-12-31	$257,211	900	+0.4%	Shares	Sole	2025-01-16
2024-09-30	$240,540	896	-4.8%	Shares	Sole	2024-11-05
2024-06-30	$259,038	941	+0.5%	Shares	Sole	2024-08-12
2024-03-31	$272,684	936	-1.5%	Shares	Sole	2024-05-02
2023-12-31	$294,956	950	+0.5%	Shares	Sole	2024-02-06
2023-09-30	$270,147	945	0.0%	Shares	Sole	2023-11-13
2023-06-30	$311,330	945	+0.3%	Shares	Sole	2023-07-25
2023-03-31	$276,429	942	+0.4%	Shares	Sole	2023-05-08
2022-12-31	$241,600	938	+0.4%	Shares	Sole	2023-01-24
2022-09-30	$200,912	934	-1.3%	Shares	Sole	2022-10-27
2022-03-31	$264,908	946	-1.7%	Shares	Sole	2022-04-22
2021-12-31	$335,593	962	+0.3%	Shares	Sole	2022-01-27
2021-09-30	$281,984	959	+22.6%	Shares	Sole	2021-10-29
2021-03-31	$207,574	782	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.