American Trust

Position in ROK — Rockwell Automation, Inc

CIK 1905128 LEXINGTON, KY

Position in ROK

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

Position Value

$301,998

+$96,570 QoQ

Shares Held

610

+15.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,100

of 1,527 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 28% Shared 0% None 72%

Industrials · as of Jun 30, 2026

American Trust holds $11,935,023 across 6 Specialty Industrial Machinery names. ROK ranks #5 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc	7,524	$5,366,192
2	PH	Parker-Hannifin Corp	3,311	$3,238,555
3	DOV	DOVER Corp	10,270	$2,303,355
4	GEV	GE Vernova Inc.	378	$444,097
5	ROK	Rockwell Automation, Inc This page	610	$301,998
6	RRX	Regal Rexnord Corp	1,179	$280,826

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$301,998	610	+15.5%	Shares	Sole	2026-08-14
2025-12-31	$205,428	528	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.