New England Capital Financial Advisors LLC
Position in ROK — Rockwell Automation, Inc
CIK 1964652
MERIDEN, CT
Position in ROK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$118,819
+$29,099 QoQ
Shares Held
240
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,297
of 1,525 holders
Holding Since
Dec 2022
15 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, 2026New England Capital Financial Advisors LLC holds $1,032,913 across 10 Specialty Industrial Machinery names. ROK ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
279 | $327,785 | |
| 2 | OTIS |
Otis Worldwide Corp
|
2,543 | $182,078 | |
| 3 | CR |
Crane Co
|
567 | $126,480 | |
| 4 | ROK |
Rockwell Automation, Inc
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|
240 | $118,819 | |
| 5 | IR |
Ingersoll Rand Inc.
|
1,144 | $93,796 | |
| 6 | ETN |
Eaton Corp plc
|
167 | $71,162 | |
| 7 | PH |
Parker-Hannifin Corp
|
49 | $47,927 | |
| 8 | CXT |
Crane NXT, Co.
|
641 | $32,793 |
All Filings in ROK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,819 | 240 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $89,720 | 250 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $97,267 | 250 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $87,382 | 250 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $83,042 | 250 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $64,595 | 250 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $71,447 | 250 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $67,115 | 250 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $68,820 | 250 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $72,832 | 250 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $77,620 | 250 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $71,467 | 250 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $82,362 | 250 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $73,362 | 250 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $64,392 | 250 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||