Soltis Investment Advisors LLC
Position in ROK — Rockwell Automation, Inc
CIK 1802530
ST. GEORGE, UT
Position in ROK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$379,726
+$114,514 QoQ
Shares Held
767
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,011
of 1,527 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Soltis Investment Advisors LLC holds $19,402,985 across 10 Specialty Industrial Machinery names. ROK ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
9,182 | $10,787,564 | |
| 2 | ETN |
Eaton Corp plc
|
9,340 | $3,979,960 | |
| 3 | CMI |
Cummins Inc
|
1,466 | $1,045,565 | |
| 4 | EMR |
Emerson Electric Co
|
6,404 | $916,732 | |
| 5 | PH |
Parker-Hannifin Corp
|
840 | $821,620 | |
| 6 | OTIS |
Otis Worldwide Corp
|
7,422 | $531,415 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,837 | $496,853 | |
| 8 | ROK |
Rockwell Automation, Inc
This page
|
767 | $379,726 |
All Filings in ROK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,726 | 767 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $265,212 | 739 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $291,024 | 748 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $239,428 | 685 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $225,875 | 680 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||