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Values First Advisors, Inc.

Position in ROK — Rockwell Automation, Inc

CIK 1913608 JOHNSON CITY, TN

Position in ROK

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$328,733
+$84,695 QoQ
Shares Held
664
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,061
of 1,527 holders
Holding Since
Jun 2025
5 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, 2026

Values First Advisors, Inc. holds $7,663,578 across 5 Specialty Industrial Machinery names. ROK ranks #5 (4.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 ROK
Rockwell Automation, Inc
This page
664 $328,733

All Filings in ROK

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $328,733 664
2026-03-31 $244,038 680
2025-12-31 $263,011 676
2025-09-30 $205,873 589
2025-06-30 $202,291 609