Outlook Wealth Advisors, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1767151 SHENANDOAH, TX

Position in ROK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$206,943

-$120,976 QoQ

Shares Held

418

-55.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,244

of 1,525 holders

Holding Since

Jun 2021

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Outlook Wealth Advisors, LLC holds $2,337,307 across 6 Specialty Industrial Machinery names. ROK ranks #5 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	2,018	$859,910
2	PH	Parker-Hannifin Corp	399	$390,269
3	ITW	Illinois Tool Works Inc	1,353	$365,945
4	GGG	Graco Inc	4,083	$308,715
5	ROK	Rockwell Automation, Inc This page	418	$206,943
6	PNR	PENTAIR plc	2,681	$205,525

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,943	418	-55.5%	Shares	Sole	2026-08-03
2021-12-31	$327,919	940	+9.4%	Shares	Sole	2022-01-21
2021-09-30	$252,580	859	+9.1%	Shares	Sole	2021-10-22
2021-06-30	$225,097	787	—	Shares	Sole	2021-07-21
No filing history on record for this holder in this stock.