Biltmore Family Office, LLC
Family OfficePosition in ROK — Rockwell Automation, Inc
CIK 1731123
CHARLOTTE, NC
Position in ROK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$450,522
+$123,942 QoQ
Shares Held
910
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#956
of 1,527 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Biltmore Family Office, LLC holds $6,319,528 across 5 Specialty Industrial Machinery names. ROK ranks #4 (7.1% of the industry book) .
All Filings in ROK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,522 | 910 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $326,580 | 910 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $354,053 | 910 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||