Financial Gravity Asset Management, Inc.

Position in ROK — Rockwell Automation, Inc

CIK 1741736 Lakeway, TX

Position in ROK

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$43,065

+$12,060 QoQ

Shares Held

120

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Mar 31, 2026

Financial Gravity Asset Management, Inc. holds $417,028 across 9 Specialty Industrial Machinery names. ROK ranks #2 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	333	$290,675
2	ROK	Rockwell Automation, Inc This page	120	$43,065
3	XYL	Xylem Inc.	344	$41,108
4	ITT	Itt Inc.	172	$32,771
5	OTIS	Otis Worldwide Corp	70	$5,395
6	PH	Parker-Hannifin Corp	4	$3,580
7	ITW	Illinois Tool Works Inc	1	$260
8	PNR	PENTAIR plc	2	$174

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$43,065	120	0.0%	Shares	Sole	2026-05-08
2025-03-31	$31,005	120	—	Shares	Sole	2025-04-30
2024-03-31	$2	0	—	Shares	Sole	2024-06-26
2023-12-31	$218	0	—	Shares	Sole	2024-06-26
2023-09-30	$184	0	-100.0%	Shares	Sole	2023-11-16
2023-06-30	$1,872	329	+12.3%	Shares	Sole	2023-08-09
2023-03-31	$204	293	+13.6%	Shares	Sole	2023-05-12
2022-12-31	$74	258	-40.0%	Shares	Sole	2023-02-15
2022-09-30	$92,496	430	+8.0%	Shares	Sole	2022-11-03
2022-06-30	$79,324	398	-64.5%	Shares	Sole	2022-08-05
2022-03-31	$160,816	1,120	-19.8%	Shares	Sole	2022-05-13
2021-12-31	$376,244	1,396	+139500.0%	Shares	Sole	2022-02-11
2021-09-30	$294	1	-96.9%	Shares	Sole	2021-11-12
2021-06-30	$9,152	32	-5.9%	Shares	Sole	2021-08-11
2021-03-31	$9,024	34	+209.1%	Shares	Sole	2021-05-17
2020-12-31	$2,758	11	-86.1%	Shares	Sole	2021-02-16
2020-03-31	$11,921	79	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.