Wellspring Financial Advisors, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1811308
CLEVELAND, OH
Position in ROK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$213,379
-$54,345 QoQ
Shares Held
431
-42.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,230
of 1,527 holders
Holding Since
Dec 2025
3 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, 2026Wellspring Financial Advisors, LLC holds $4,764,630 across 11 Specialty Industrial Machinery names. ROK ranks #11 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
781 | $917,565 | |
| 2 | RRX |
Regal Rexnord Corp
|
2,193 | $522,350 | |
| 3 | ETN |
Eaton Corp plc
|
1,108 | $472,140 | |
| 4 | OTIS |
Otis Worldwide Corp
|
6,548 | $468,836 | |
| 5 | PH |
Parker-Hannifin Corp
|
459 | $448,957 | |
| 6 | GNRC |
Generac Holdings Inc.
|
1,533 | $448,877 | |
| 7 | DOV |
DOVER Corp
|
1,782 | $399,666 | |
| 8 | CMI |
Cummins Inc
|
485 | $345,906 |
All Filings in ROK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,379 | 431 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $267,724 | 746 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $217,490 | 559 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||