Foundations Investment Advisors, LLC

Endowment

Position in ROK — Rockwell Automation, Inc

CIK 1743404 PHOENIX, AZ

Position in ROK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,922,890

+$1,506,949 QoQ

Shares Held

3,884

+235.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#564

of 1,527 holders

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $36,425,546 across 13 Specialty Industrial Machinery names. ROK ranks #5 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	134,066	$19,191,547
2	GEV	GE Vernova Inc.	4,624	$5,432,552
3	CMI	Cummins Inc	6,240	$4,450,430
4	ETN	Eaton Corp plc	5,270	$2,245,652
5	ROK	Rockwell Automation, Inc This page	3,884	$1,922,890
6	NDSN	Nordson Corp	1,818	$548,472
7	SMR	NUSCALE POWER Corp	51,067	$512,202
8	IR	Ingersoll Rand Inc.	6,087	$499,073

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,922,890	3,884	+235.1%	Shares	Sole	2026-08-14
2026-03-31	$415,941	1,159	-0.7%	Shares	Sole	2026-05-11
2025-12-31	$454,044	1,167	-47.9%	Shares	Sole	2026-02-10
2023-09-30	$640,348	2,240	-2.6%	Shares	Sole	2023-10-05
2023-06-30	$757,405	2,299	+11.1%	Shares	Sole	2023-07-19
2023-03-31	$607,441	2,070	+0.5%	Shares	Sole	2023-04-25
2022-12-31	$530,594	2,060	-0.4%	Shares	Sole	2023-01-11
2022-09-30	$444,847	2,068	-29.9%	Shares	Sole	2022-10-19
2022-06-30	$587,964	2,950	+44.2%	Shares	Sole	2022-07-08
2022-03-31	$572,941	2,046	+0.4%	Shares	Sole	2022-04-19
2021-12-31	$710,956	2,038	—	Shares	Sole	2022-01-21
No filing history on record for this holder in this stock.