McClarren Financial Advisors, Inc.

Position in ROK — Rockwell Automation, Inc

CIK 1842974 STATE COLLEGE, PA

Position in ROK

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$250,015

+$105,692 QoQ

Shares Held

505

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.33%

of 13F equity value

Holder Rank

#1,177

of 1,527 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

McClarren Financial Advisors, Inc. holds $250,015 across 1 Specialty Industrial Machinery name. ROK ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ROK	Rockwell Automation, Inc This page	505	$250,015

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,015	505	0.0%	Shares	Sole	2026-07-17
2024-12-31	$144,323	505	+83.6%	Shares	Sole	2025-01-29
2024-06-30	$139	275	-49.1%	Shares	Sole	2024-07-26
2024-03-31	$157,318	540	+0.6%	Shares	Sole	2024-07-26
2023-12-31	$166,727	537	+0.6%	Shares	Sole	2024-02-02
2023-09-30	$152,654	534	0.0%	Shares	Sole	2023-11-06
2023-06-30	$175,926	534	-2.2%	Shares	Sole	2023-08-07
2023-03-31	$160,223	546	+0.4%	Shares	Sole	2023-05-05
2022-12-31	$140,118	544	+0.4%	Shares	Sole	2023-01-30
2022-09-30	$116,589	542	+1.1%	Shares	Sole	2022-11-01
2022-03-31	$150,096	536	+0.2%	Shares	Sole	2022-04-29
2021-12-31	$186,634	535	+0.6%	Shares	Sole	2022-01-19
2021-09-30	$156,429	532	+0.2%	Shares	Sole	2021-10-15
2021-06-30	$151,876	531	+0.4%	Shares	Sole	2021-07-23
2021-03-31	$140,417	529	+0.6%	Shares	Sole	2021-04-21
2020-12-31	$131,926	526	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.