Trademark Financial Management, LLC
Position in ROK — Rockwell Automation, Inc
CIK 2011736
Bloomington, MN
Position in ROK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$380,221
+$92,041 QoQ
Shares Held
768
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.23%
of 13F equity value
Holder Rank
#1,010
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, 2026Trademark Financial Management, LLC holds $380,221 across 1 Specialty Industrial Machinery name. ROK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
768 | $380,221 |
All Filings in ROK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,221 | 768 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $288,180 | 803 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $420,584 | 1,081 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||