MONECO ADVISORS, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1765690 FAIRFIELD, CT

Position in ROK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,459,990

+$405,601 QoQ

Shares Held

2,949

+0.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#621

of 1,527 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

MONECO ADVISORS, LLC holds $10,356,893 across 9 Specialty Industrial Machinery names. ROK ranks #4 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc	3,782	$2,697,360
2	GEV	GE Vernova Inc.	1,653	$1,942,043
3	ETN	Eaton Corp plc	4,181	$1,781,607
4	ROK	Rockwell Automation, Inc This page	2,949	$1,459,990
5	ITW	Illinois Tool Works Inc	2,784	$752,988
6	EMR	Emerson Electric Co	4,125	$590,493
7	PH	Parker-Hannifin Corp	598	$584,915
8	XYL	Xylem Inc.	2,806	$331,697

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,459,990	2,949	+0.4%	Shares	Sole	2026-08-11
2026-03-31	$1,054,389	2,938	+3.6%	Shares	Sole	2026-05-08
2025-12-31	$1,103,402	2,836	+17.8%	Shares	Sole	2026-02-04
2025-09-30	$841,318	2,407	+0.5%	Shares	Sole	2025-11-05
2025-06-30	$795,879	2,396	-0.9%	Shares	Sole	2025-08-13
2025-03-31	$624,504	2,417	-7.1%	Shares	Sole	2025-08-15
2024-12-31	$743,911	2,603	+3.4%	Shares	Sole	2025-08-15
2024-09-30	$675,713	2,517	+4.2%	Shares	Sole	2024-10-25
2024-06-30	$664,801	2,415	+0.6%	Shares	Sole	2024-07-19
2024-03-31	$699,483	2,401	-1.3%	Shares	Sole	2024-07-19
2023-12-31	$755,087	2,432	+6.4%	Shares	Sole	2024-03-13
2023-09-30	$653,212	2,285	+0.4%	Shares	Sole	2024-03-13
2023-06-30	$749,498	2,275	+0.0%	Shares	Sole	2024-03-13
2023-03-31	$667,305	2,274	-0.2%	Shares	Sole	2023-05-12
2022-12-31	$587,002	2,279	+0.3%	Shares	Sole	2023-01-30
2022-09-30	$488,945	2,273	+0.3%	Shares	Sole	2022-11-02
2022-06-30	$451,835	2,267	-9.1%	Shares	Sole	2022-08-10
2022-03-31	$698,114	2,493	+0.0%	Shares	Sole	2022-05-09
2021-12-31	$869,334	2,492	-0.1%	Shares	Sole	2022-02-08
2021-09-30	$733,629	2,495	+0.2%	Shares	Sole	2021-11-03
2021-06-30	$712,189	2,490	+1.8%	Shares	Sole	2021-08-10
2021-03-31	$649,266	2,446	-0.1%	Shares	Sole	2021-05-17
2020-12-31	$613,982	2,448	+0.6%	Shares	Sole	2021-01-22
2020-09-30	$537,135	2,434	+3.6%	Shares	Sole	2020-10-20
2020-06-30	$500,337	2,349	+0.9%	Shares	Sole	2020-07-31
2020-03-31	$351,167	2,327	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.