HOEY INVESTMENTS, INC

Position in ROK — Rockwell Automation, Inc

CIK 1799544 COATESVILLE, PA

Position in ROK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$670,338

+$177,237 QoQ

Shares Held

1,354

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#815

of 1,525 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

HOEY INVESTMENTS, INC holds $14,958,752 across 9 Specialty Industrial Machinery names. ROK ranks #4 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	9,595	$11,272,781
2	CMI	Cummins Inc	2,261	$1,612,567
3	EMR	Emerson Electric Co	8,852	$1,267,163
4	ROK	Rockwell Automation, Inc This page	1,354	$670,338
5	ITW	Illinois Tool Works Inc	350	$94,664
6	ETN	Eaton Corp plc	45	$19,175
7	PH	Parker-Hannifin Corp	19	$18,584
8	OTIS	Otis Worldwide Corp	46	$3,293

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$670,338	1,354	-1.5%	Shares	Sole	2026-07-27
2026-03-31	$493,101	1,374	-3.4%	Shares	Sole	2026-04-29
2025-12-31	$553,257	1,422	-8.4%	Shares	Sole	2026-01-28
2025-09-30	$542,470	1,552	-2.3%	Shares	Sole	2025-11-13
2025-06-30	$527,485	1,588	-5.0%	Shares	Sole	2025-07-14
2025-03-31	$431,752	1,671	-4.2%	Shares	Sole	2025-04-16
2024-12-31	$498,417	1,744	-21.5%	Shares	Sole	2025-02-12
2024-09-30	$596,786	2,223	0.0%	Shares	Sole	2024-10-28
2024-06-30	$611,947	2,223	-12.1%	Shares	Sole	2024-07-31
2024-03-31	$736,482	2,528	-18.1%	Shares	Sole	2024-05-10
2023-12-31	$958,762	3,088	-9.5%	Shares	Sole	2024-02-13
2023-09-30	$975,674	3,413	-9.6%	Shares	Sole	2024-04-22
2023-06-30	$1,243,344	3,774	-6.7%	Shares	Sole	2024-04-22
2023-03-31	$1,187,592	4,047	-8.8%	Shares	Sole	2024-04-22
2022-12-31	$1,142,580	4,436	-14.7%	Shares	Sole	2023-02-14
2022-09-30	$1,119,217	5,203	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.