Center for Financial Planning, Inc.
Position in ROK — Rockwell Automation, Inc
CIK 1803557
SOUTHFIED, MI
Position in ROK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$350,021
+$96,293 QoQ
Shares Held
707
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,036
of 1,527 holders
Holding Since
Mar 2020
26 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, 2026Center for Financial Planning, Inc. holds $6,489,550 across 14 Specialty Industrial Machinery names. ROK ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
4,041 | $1,721,950 | |
| 2 | ITW |
Illinois Tool Works Inc
|
3,819 | $1,032,924 | |
| 3 | GEV |
GE Vernova Inc.
|
879 | $1,032,701 | |
| 4 | EMR |
Emerson Electric Co
|
6,213 | $889,390 | |
| 5 | DOV |
DOVER Corp
|
3,074 | $689,436 | |
| 6 | CMI |
Cummins Inc
|
727 | $518,503 | |
| 7 | ROK |
Rockwell Automation, Inc
This page
|
707 | $350,021 | |
| 8 | PH |
Parker-Hannifin Corp
|
127 | $124,221 |
All Filings in ROK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,021 | 707 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $253,728 | 707 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $298,416 | 767 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $268,089 | 767 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $254,774 | 767 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $198,177 | 767 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $247,779 | 867 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $232,754 | 867 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $278,583 | 1,012 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $294,825 | 1,012 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $351,463 | 1,132 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $345,902 | 1,210 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $398,634 | 1,210 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $355,074 | 1,210 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $304,447 | 1,182 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $254,260 | 1,182 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $235,584 | 1,182 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $330,995 | 1,182 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $412,340 | 1,182 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $347,555 | 1,182 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $338,075 | 1,182 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $313,750 | 1,182 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $296,457 | 1,182 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $260,843 | 1,182 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $251,766 | 1,182 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $179,884 | 1,192 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||