Cyndeo Wealth Partners, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1950947 ST. PETERSBURG, FL

Position in ROK

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,404,046

+$378,009 QoQ

Shares Held

2,836

-0.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#633

of 1,527 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $20,811,537 across 8 Specialty Industrial Machinery names. ROK ranks #3 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	26,848	$11,440,469
2	PH	Parker-Hannifin Corp	4,473	$4,375,130
3	ROK	Rockwell Automation, Inc This page	2,836	$1,404,046
4	GEV	GE Vernova Inc.	946	$1,111,417
5	ITW	Illinois Tool Works Inc	3,299	$892,280
6	CMI	Cummins Inc	1,035	$738,172
7	EMR	Emerson Electric Co	4,535	$649,185
8	OTIS	Otis Worldwide Corp	2,805	$200,838

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,404,046	2,836	-0.8%	Shares	Sole	2026-07-21
2026-03-31	$1,026,037	2,859	+9.8%	Shares	Sole	2026-04-13
2025-12-31	$1,013,527	2,605	-0.2%	Shares	Sole	2026-01-07
2025-09-30	$912,273	2,610	-1.0%	Shares	Sole	2025-10-10
2025-06-30	$875,600	2,636	+3.9%	Shares	Sole	2025-07-24
2025-03-31	$655,251	2,536	-1.4%	Shares	Sole	2025-04-17
2024-12-31	$735,051	2,572	-0.3%	Shares	Sole	2025-01-21
2024-09-30	$692,895	2,581	-57.7%	Shares	Sole	2024-10-18
2024-06-30	$1,681,134	6,107	+1.3%	Shares	Sole	2024-07-30
2024-03-31	$1,757,011	6,031	-6.8%	Shares	Sole	2024-04-17
2023-12-31	$2,010,047	6,474	+32.7%	Shares	Sole	2024-01-12
2023-09-30	$1,395,045	4,880	+0.8%	Shares	Sole	2023-10-10
2023-06-30	$1,595,196	4,842	-3.6%	Shares	Sole	2023-07-27
2023-03-31	$1,473,412	5,021	-64.0%	Shares	Sole	2023-04-25
2022-12-31	$3,592,328	13,947	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.