Cannon Financial Strategists, Inc.
Position in ROK — Rockwell Automation, Inc
CIK 2031123
ATHENS, GA
Position in ROK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$627,761
+$172,702 QoQ
Shares Held
1,268
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#836
of 1,527 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Cannon Financial Strategists, Inc. holds $1,656,425 across 3 Specialty Industrial Machinery names. ROK ranks #2 (37.9% of the industry book) .
All Filings in ROK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627,761 | 1,268 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $455,059 | 1,268 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $493,340 | 1,268 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $443,204 | 1,268 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $378,009 | 1,138 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $294,036 | 1,138 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $325,229 | 1,138 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $305,507 | 1,138 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $313,268 | 1,138 | Shares | Sole | 2024-09-10 | |
| 2024-03-31 | $331,533 | 1,138 | Shares | Sole | 2024-10-01 | |
| 2023-12-31 | $353,326 | 1,138 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $325,320 | 1,138 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $374,914 | 1,138 | Shares | Sole | 2024-10-02 | |
| 2023-03-31 | $335,413 | 1,143 | Shares | Sole | 2024-10-02 | |
| 2022-12-31 | $294,402 | 1,143 | Shares | Sole | 2024-10-18 | |
| 2022-09-30 | $250,388 | 1,164 | Shares | Sole | 2024-10-18 | |
| 2022-06-30 | $233,192 | 1,170 | Shares | Sole | 2024-10-18 | |
| 2022-03-31 | $331,555 | 1,184 | Shares | Sole | 2024-10-18 | |
| 2021-12-31 | $413,038 | 1,184 | Shares | Sole | 2024-10-18 | |
| 2021-09-30 | $377,253 | 1,283 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||