Cascade Financial Partners, LLC
Position in ROK — Rockwell Automation, Inc
CIK 2021208
SAN DIEGO, CA
Position in ROK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$975,802
+$270,603 QoQ
Shares Held
1,971
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#719
of 1,525 holders
Holding Since
Mar 2024
10 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, 2026Cascade Financial Partners, LLC holds $5,336,321 across 7 Specialty Industrial Machinery names. ROK ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
8,172 | $2,210,280 | |
| 2 | ROK |
Rockwell Automation, Inc
This page
|
1,971 | $975,802 | |
| 3 | CR |
Crane Co
|
2,945 | $656,941 | |
| 4 | PH |
Parker-Hannifin Corp
|
498 | $487,103 | |
| 5 | EMR |
Emerson Electric Co
|
2,753 | $394,091 | |
| 6 | GEV |
GE Vernova Inc.
|
311 | $365,381 | |
| 7 | ETN |
Eaton Corp plc
|
579 | $246,723 |
All Filings in ROK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $975,802 | 1,971 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $705,199 | 1,965 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $764,522 | 1,965 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $741,003 | 2,120 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $704,200 | 2,120 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $547,765 | 2,120 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $765,917 | 2,680 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $730,211 | 2,720 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,007,524 | 3,660 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,088,117 | 3,735 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||