Strategic Investment Advisors / MI
Position in ROK — Rockwell Automation, Inc
CIK 1760540
FARMINGTON HILLS, MI
Position in ROK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$135,156
New position
Shares Held
273
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,292
of 1,527 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Strategic Investment Advisors / MI holds $2,765,975 across 7 Specialty Industrial Machinery names. ROK ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
1,242 | $1,214,825 | |
| 2 | ETN |
Eaton Corp plc
|
1,163 | $495,577 | |
| 3 | GEV |
GE Vernova Inc.
|
375 | $440,572 | |
| 4 | ITT |
Itt Inc.
|
1,086 | $214,767 | |
| 5 | EMR |
Emerson Electric Co
|
1,105 | $158,180 | |
| 6 | ROK |
Rockwell Automation, Inc
This page
|
273 | $135,156 | |
| 7 | OTIS |
Otis Worldwide Corp
|
1,493 | $106,898 |
All Filings in ROK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,156 | 273 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||