Private Wealth Asset Management, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1883006
OMAHA, NE
Position in ROK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,694,163
+$466,076 QoQ
Shares Held
3,422
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#585
of 1,521 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $10,111,123 across 16 Specialty Industrial Machinery names. ROK ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
6,325 | $2,695,209 | |
| 2 | EMR |
Emerson Electric Co
|
12,311 | $1,762,319 | |
| 3 | ROK |
Rockwell Automation, Inc
This page
|
3,422 | $1,694,163 | |
| 4 | GEV |
GE Vernova Inc.
|
1,067 | $1,253,575 | |
| 5 | GGG |
Graco Inc
|
16,500 | $1,247,565 | |
| 6 | ITW |
Illinois Tool Works Inc
|
2,738 | $740,546 | |
| 7 | OTIS |
Otis Worldwide Corp
|
4,355 | $311,818 | |
| 8 | PH |
Parker-Hannifin Corp
|
102 | $99,768 |
All Filings in ROK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,694,163 | 3,422 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,228,087 | 3,422 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,331,786 | 3,423 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,196,441 | 3,423 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,137,017 | 3,423 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $884,951 | 3,425 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||