Phillips Wealth Planners LLC

Position in ROK — Rockwell Automation, Inc

CIK 1962628 STARKVILLE, MS

Position in ROK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$349,526

+$95,798 QoQ

Shares Held

706

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,037

of 1,527 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $2,609,315 across 6 Specialty Industrial Machinery names. ROK ranks #4 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	650	$763,659
2	ETN	Eaton Corp plc	1,541	$656,650
3	EMR	Emerson Electric Co	2,442	$349,572
4	ROK	Rockwell Automation, Inc This page	706	$349,526
5	PH	Parker-Hannifin Corp	289	$282,676
6	CR	Crane Co	929	$207,232

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$349,526	706	-0.1%	Shares	Sole	2026-08-07
2026-03-31	$253,728	707	-3.2%	Shares	Sole	2026-05-14
2025-12-31	$284,021	730	-21.4%	Shares	Defined	2026-02-10
2025-09-30	$324,713	929	+45.4%	Shares	Defined	2025-11-07
2025-06-30	$212,256	639	—	Shares	Defined	2025-07-11
No filing history on record for this holder in this stock.