Apollon Wealth Management, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1764387
MOUNT PLEASANT, SC
Position in ROK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$20,286,398
+$5,690,390 QoQ
Shares Held
40,976
+0.7% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#27
of 419 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Apollon Wealth Management, LLC holds $138,314,925 across 26 Specialty Industrial Machinery names. ROK ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
44,965 | $52,827,579 | |
| 2 | PH |
Parker-Hannifin Corp
|
22,754 | $22,256,142 | |
| 3 | ROK |
Rockwell Automation, Inc
This page
|
40,976 | $20,286,398 | |
| 4 | CMI |
Cummins Inc
|
16,653 | $11,877,086 | |
| 5 | ETN |
Eaton Corp plc
|
18,967 | $8,082,218 | |
| 6 | EMR |
Emerson Electric Co
|
35,582 | $5,093,563 | |
| 7 | ITW |
Illinois Tool Works Inc
|
12,542 | $3,392,234 | |
| 8 | XYL |
Xylem Inc.
|
23,985 | $2,835,266 |
All Filings in ROK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,286,398 | 40,976 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $14,596,008 | 40,671 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $10,851,940 | 27,892 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $4,445,322 | 12,718 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,260,585 | 3,795 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,285,698 | 4,976 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,032,559 | 3,613 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $826,319 | 3,078 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $908,424 | 3,300 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,292,922 | 4,438 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,489,372 | 4,797 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,291,560 | 4,518 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,501,633 | 4,558 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,045,268 | 3,562 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $989,841 | 3,843 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $773,105 | 3,594 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $712,533 | 3,575 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,068,594 | 3,816 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,720,877 | 4,933 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $589,844 | 2,006 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||