CVA Family Office, LLC
Family OfficePosition in ROK — Rockwell Automation, Inc
CIK 1802084
DENVER, CO
Position in ROK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$175,753
+$51,581 QoQ
Shares Held
355
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,272
of 1,527 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CVA Family Office, LLC holds $3,727,514 across 37 Specialty Industrial Machinery names. ROK ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
712 | $836,500 | |
| 2 | ETN |
Eaton Corp plc
|
1,906 | $812,184 | |
| 3 | PH |
Parker-Hannifin Corp
|
484 | $473,410 | |
| 4 | EMR |
Emerson Electric Co
|
2,539 | $363,457 | |
| 5 | ITW |
Illinois Tool Works Inc
|
806 | $217,998 | |
| 6 | ROK |
Rockwell Automation, Inc
This page
|
355 | $175,753 | |
| 7 | AME |
Ametek Inc/
|
668 | $161,615 | |
| 8 | CMI |
Cummins Inc
|
160 | $114,113 |
All Filings in ROK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,753 | 355 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $124,172 | 346 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $101,158 | 260 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $89,130 | 255 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $84,371 | 254 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $60,460 | 234 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $73,733 | 258 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $56,376 | 210 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $61,938 | 225 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $89,438 | 307 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $94,696 | 305 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $83,350 | 253 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $68,960 | 235 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $59,241 | 230 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $58,079 | 270 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $39,862 | 200 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $128,813 | 460 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $115,120 | 330 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $58,808 | 200 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $94,386 | 330 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $79,632 | 300 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $50,162 | 200 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $44,136 | 200 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $42,600 | 200 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $30,182 | 200 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||