Brown Financial Advisors

Position in ROK — Rockwell Automation, Inc

CIK 2035548 MILFORD, OH

Position in ROK

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$734,627

+$256,071 QoQ

Shares Held

2,047

+66.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Mar 31, 2026

Brown Financial Advisors holds $3,104,761 across 4 Specialty Industrial Machinery names. ROK ranks #2 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	4,682	$1,674,610
2	ROK	Rockwell Automation, Inc This page	2,047	$734,627
3	ITW	Illinois Tool Works Inc	1,796	$467,480
4	DOV	DOVER Corp	1,094	$228,044

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$734,627	2,047	+66.4%	Shares	Sole	2026-05-15
2025-12-31	$478,556	1,230	-6.2%	Shares	Sole	2026-02-17
2025-09-30	$458,583	1,312	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.