FourThought Financial Partners, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1956790
VENICE, FL
Position in ROK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$315,861
+$87,255 QoQ
Shares Held
638
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,078
of 1,527 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026FourThought Financial Partners, LLC holds $7,872,119 across 9 Specialty Industrial Machinery names. ROK ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AOS |
Smith A O Corp
|
48,195 | $3,022,790 | |
| 2 | ITW |
Illinois Tool Works Inc
|
6,528 | $1,765,628 | |
| 3 | GEV |
GE Vernova Inc.
|
603 | $708,440 | |
| 4 | EMR |
Emerson Electric Co
|
4,606 | $659,348 | |
| 5 | ETN |
Eaton Corp plc
|
1,429 | $608,925 | |
| 6 | CMI |
Cummins Inc
|
457 | $325,936 | |
| 7 | ROK |
Rockwell Automation, Inc
This page
|
638 | $315,861 | |
| 8 | CR |
Crane Co
|
1,183 | $263,891 |
All Filings in ROK
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,861 | 638 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $228,606 | 637 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $554,424 | 1,425 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $498,080 | 1,425 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $472,345 | 1,422 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $367,416 | 1,422 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $425,255 | 1,488 | Shares | Sole | 2025-02-04 | |
| 2024-03-31 | $436,703 | 1,499 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $269,186 | 867 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $247,563 | 866 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $285,962 | 868 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $258,529 | 881 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $226,919 | 881 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||