Strategic Financial Concepts, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1870686
SAN ANTONIO, TX
Position in ROK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$247,540
-$38,128 QoQ
Shares Held
500
-37.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,184
of 1,527 holders
Holding Since
Mar 2023
11 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, 2026Strategic Financial Concepts, LLC holds $459,014 across 2 Specialty Industrial Machinery names. ROK ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
500 | $247,540 | |
| 2 | GEV |
GE Vernova Inc.
|
180 | $211,474 |
All Filings in ROK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,540 | 500 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $285,668 | 796 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $308,532 | 793 | Shares | Sole | 2026-02-09 | |
| 2025-03-31 | $287,060 | 1,111 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $328,086 | 1,148 | Shares | Sole | 2025-01-30 | |
| 2024-06-30 | $285,804 | 29,407 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $303,274 | 1,041 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $319,794 | 1,030 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $299,020 | 1,046 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $343,616 | 1,043 | Shares | Sole | 2023-09-07 | |
| 2023-03-31 | $305,188 | 1,040 | Shares | Sole | 2023-09-07 | |
| No filing history on record for this holder in this stock. | ||||||