Stiles Financial Services Inc

Position in ROK — Rockwell Automation, Inc

CIK 1904832 EDINA, MN

Position in ROK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$947,088

+$234,712 QoQ

Shares Held

1,913

-3.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#724

of 1,527 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Stiles Financial Services Inc holds $12,001,045 across 5 Specialty Industrial Machinery names. ROK ranks #4 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GNRC	Generac Holdings Inc.	17,888	$5,237,785
2	CMI	Cummins Inc	5,693	$4,060,304
3	GGG	Graco Inc	19,315	$1,460,407
4	ROK	Rockwell Automation, Inc This page	1,913	$947,088
5	EMR	Emerson Electric Co	2,064	$295,461

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$947,088	1,913	-3.6%	Shares	Sole	2026-08-12
2026-03-31	$712,376	1,985	-4.4%	Shares	Sole	2026-04-30
2025-12-31	$808,098	2,077	-0.8%	Shares	Sole	2026-02-03
2025-09-30	$731,566	2,093	-2.0%	Shares	Sole	2025-10-30
2025-06-30	$709,182	2,135	+0.0%	Shares	Sole	2025-07-24
2025-03-31	$551,382	2,134	-5.2%	Shares	Sole	2025-04-22
2024-12-31	$643,599	2,252	+0.3%	Shares	Sole	2025-01-28
2024-09-30	$602,692	2,245	-2.8%	Shares	Sole	2024-10-31
2024-06-30	$635,621	2,309	+0.3%	Shares	Sole	2024-08-01
2024-03-31	$670,641	2,302	-5.4%	Shares	Sole	2024-04-30
2023-12-31	$755,708	2,434	-3.1%	Shares	Sole	2024-01-26
2023-09-30	$718,391	2,513	+0.2%	Shares	Sole	2023-11-08
2023-06-30	$825,931	2,507	+3.8%	Shares	Sole	2023-07-21
2023-03-31	$708,975	2,416	-0.2%	Shares	Sole	2023-05-11
2022-12-31	$623,834	2,422	-4.1%	Shares	Sole	2023-01-27
2022-09-30	$543,152	2,525	+4.4%	Shares	Sole	2022-11-02
2022-06-30	$481,931	2,418	+0.2%	Shares	Sole	2022-07-26
2022-03-31	$675,432	2,412	+0.3%	Shares	Sole	2022-05-06
2021-12-31	$838,984	2,405	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.