Modern Wealth Management, LLC
Position in ROK — Rockwell Automation, Inc
CIK 2001900
KANSAS CITY, MO
Position in ROK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$202,486
New position
Shares Held
409
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,256
of 1,527 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 16%
Shared 0%
None 84%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Modern Wealth Management, LLC holds $14,351,243 across 10 Specialty Industrial Machinery names. ROK ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
3,684 | $4,328,182 | |
| 2 | ETN |
Eaton Corp plc
|
8,165 | $3,479,267 | |
| 3 | CMI |
Cummins Inc
|
2,893 | $2,063,314 | |
| 4 | PH |
Parker-Hannifin Corp
|
1,527 | $1,493,588 | |
| 5 | EMR |
Emerson Electric Co
|
5,979 | $855,891 | |
| 6 | XYL |
Xylem Inc.
|
6,585 | $778,411 | |
| 7 | ITW |
Illinois Tool Works Inc
|
2,844 | $769,215 | |
| 8 | WTS |
Watts Water Technologies Inc
|
581 | $227,430 |
All Filings in ROK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,486 | 409 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||