VICTORY FINANCIAL GROUP, LLC

Position in ROK — Rockwell Automation, Inc

CIK 2011333 AUSTIN, TX

Position in ROK

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$220,352

-$29,820 QoQ

Shares Held

614

-4.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

VICTORY FINANCIAL GROUP, LLC holds $3,150,320 across 5 Specialty Industrial Machinery names.

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	1,558	$1,830,431
2	ETN	Eaton Corp plc	1,392	$593,159
3	ITW	Illinois Tool Works Inc	1,180	$319,154
4	AME	Ametek Inc/	870	$210,487
5	SMR	NUSCALE POWER Corp	19,650	$197,089

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$220,352	614	-4.5%	Shares	Sole	2026-04-27
2025-12-31	$250,172	643	+2.1%	Shares	Sole	2026-01-15
2025-09-30	$220,203	630	-13.0%	Shares	Sole	2025-11-14
2025-06-30	$240,491	724	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.