Quantum Financial Advisors, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1929139
SANTA MONICA, CA
Position in ROK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$212,884
New position
Shares Held
430
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,233
of 1,527 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Quantum Financial Advisors, LLC holds $2,811,799 across 8 Specialty Industrial Machinery names. ROK ranks #8 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
3,676 | $526,219 | |
| 2 | CMI |
Cummins Inc
|
623 | $444,329 | |
| 3 | PH |
Parker-Hannifin Corp
|
411 | $402,007 | |
| 4 | GEV |
GE Vernova Inc.
|
302 | $354,807 | |
| 5 | ITW |
Illinois Tool Works Inc
|
1,216 | $328,891 | |
| 6 | ETN |
Eaton Corp plc
|
712 | $303,397 | |
| 7 | MIDD |
MIDDLEBY Corp
|
1,729 | $239,265 | |
| 8 | ROK |
Rockwell Automation, Inc
This page
|
430 | $212,884 |
All Filings in ROK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,884 | 430 | Shares | Sole | 2026-07-08 | |
| No filing history on record for this holder in this stock. | ||||||