Premier Path Wealth Partners, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1999925
MADISON, NJ
Position in ROK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$692,121
+$239,933 QoQ
Shares Held
1,398
+11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#806
of 1,527 holders
Holding Since
Dec 2025
3 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, 2026Premier Path Wealth Partners, LLC holds $13,332,432 across 10 Specialty Industrial Machinery names. ROK ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
6,891 | $2,936,392 | |
| 2 | PH |
Parker-Hannifin Corp
|
2,739 | $2,679,070 | |
| 3 | GEV |
GE Vernova Inc.
|
2,145 | $2,520,074 | |
| 4 | CMI |
Cummins Inc
|
1,973 | $1,407,163 | |
| 5 | ITW |
Illinois Tool Works Inc
|
4,106 | $1,110,549 | |
| 6 | EMR |
Emerson Electric Co
|
7,045 | $1,008,491 | |
| 7 | ROK |
Rockwell Automation, Inc
This page
|
1,398 | $692,121 | |
| 8 | AME |
Ametek Inc/
|
1,607 | $388,797 |
All Filings in ROK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,121 | 1,398 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $452,188 | 1,260 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $289,079 | 743 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||