Fi3 FINANCIAL ADVISORS, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1862427 INDIANAPOLIS, IN

Position in ROK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$227,798

New position

Shares Held

4,189

first reported quarter

Ownership

0.004%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,212

of 1,527 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Fi3 FINANCIAL ADVISORS, LLC holds $2,554,006 across 6 Specialty Industrial Machinery names. ROK ranks #5 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	1,989	$847,552
2	GEV	GE Vernova Inc.	11,808	$742,634
3	CMI	Cummins Inc	542	$386,559
4	AME	Ametek Inc/	1,048	$253,553
5	ROK	Rockwell Automation, Inc This page	4,189	$227,798
6	EMR	Emerson Electric Co	670	$95,910

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,798	4,189	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.