MCCARTER PRIVATE WEALTH SERVICES LLC

Position in ROK — Rockwell Automation, Inc

CIK 2036922 Boston, MA

Position in ROK

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$321,802

-$112,083 QoQ

Shares Held

650

-46.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,068

of 1,527 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

MCCARTER PRIVATE WEALTH SERVICES LLC holds $6,291,807 across 5 Specialty Industrial Machinery names. ROK ranks #4 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	7,109	$3,029,287
2	GEV	GE Vernova Inc.	1,908	$2,241,632
3	NPO	Enpro Inc.	1,200	$452,316
4	ROK	Rockwell Automation, Inc This page	650	$321,802
5	CMI	Cummins Inc	346	$246,770

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$321,802	650	-46.2%	Shares	Sole	2026-08-05
2026-03-31	$433,885	1,209	+82.1%	Shares	Other	2026-05-15
2025-12-31	$258,342	664	+10.9%	Shares	Sole	2026-02-10
2025-09-30	$209,367	599	—	Shares	Sole	2025-10-22
No filing history on record for this holder in this stock.