Global Retirement Partners, LLC
PensionPosition in ROK — Rockwell Automation, Inc
CIK 1749744
San Rafael, CA
Position in ROK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,410,978
+$162,064 QoQ
Shares Held
2,850
-11.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#617
of 1,496 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Global Retirement Partners, LLC holds $52,289,743 across 50 Specialty Industrial Machinery names. ROK ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
15,947 | $18,735,492 | |
| 2 | ETN |
Eaton Corp plc
|
16,285 | $6,939,364 | |
| 3 | BW |
Babcock & Wilcox Enterprises, Inc.
|
372,642 | $5,254,252 | |
| 4 | PH |
Parker-Hannifin Corp
|
3,784 | $3,701,206 | |
| 5 | CMI |
Cummins Inc
|
4,653 | $3,318,566 | |
| 6 | EMR |
Emerson Electric Co
|
17,918 | $2,564,961 | |
| 7 | ROK |
Rockwell Automation, Inc
This page
|
2,850 | $1,410,978 | |
| 8 | GNRC |
Generac Holdings Inc.
|
3,684 | $1,078,712 |
All Filings in ROK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,410,978 | 2,850 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,248,914 | 3,210 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,071,658 | 3,066 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $857,995 | 2,583 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $418,396 | 1,464 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $317,588 | 1,183 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $330,886 | 1,202 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $231,024 | 793 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $249,936 | 805 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $210,114 | 735 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $236,215 | 717 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $211,284 | 720 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $120,285 | 467 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $112,287 | 522 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,521,133 | 7,632 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,090,423 | 7,465 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $2,619,896 | 8,910 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,448,617 | 8,561 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,232,350 | 8,410 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,602,174 | 6,388 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,234,704 | 5,595 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,080,123 | 5,071 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $585,983 | 3,883 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||