Prime Capital Investment Advisors, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1731446
OVERLAND PARK, KS
Position in ROK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,868,924
+$2,720,753 QoQ
Shares Held
19,934
+0.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#309
of 1,527 holders
Holding Since
Sep 2022
16 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, 2026Prime Capital Investment Advisors, LLC holds $118,033,391 across 14 Specialty Industrial Machinery names. ROK ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
44,889 | $52,738,290 | |
| 2 | ETN |
Eaton Corp plc
|
84,327 | $35,933,421 | |
| 3 | ROK |
Rockwell Automation, Inc
This page
|
19,934 | $9,868,924 | |
| 4 | CMI |
Cummins Inc
|
10,079 | $7,188,443 | |
| 5 | EMR |
Emerson Electric Co
|
37,830 | $5,415,364 | |
| 6 | ITW |
Illinois Tool Works Inc
|
8,862 | $2,396,905 | |
| 7 | PH |
Parker-Hannifin Corp
|
1,841 | $1,800,718 | |
| 8 | GNRC |
Generac Holdings Inc.
|
3,389 | $992,333 |
All Filings in ROK
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,868,924 | 19,934 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $7,148,171 | 19,918 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,582,974 | 19,490 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $6,879,449 | 19,682 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,731,092 | 20,264 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $6,488,696 | 25,113 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,157,324 | 25,044 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,011,906 | 26,119 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $7,649,205 | 27,787 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $10,168,582 | 34,904 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,999,318 | 32,206 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $8,977,461 | 31,404 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $9,646,296 | 29,280 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,860,844 | 9,749 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $7,301,851 | 28,349 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,924,804 | 8,948 | Shares | Sole | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||