MINDSET WEALTH MANAGEMENT, LLC

Position in ROK — Rockwell Automation, Inc

CIK 2044232 INDIANAPOLIS, IN

Position in ROK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,835,261

+$649,881 QoQ

Shares Held

3,707

+12.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#569

of 1,527 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

MINDSET WEALTH MANAGEMENT, LLC holds $6,867,863 across 6 Specialty Industrial Machinery names. ROK ranks #1 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROK	Rockwell Automation, Inc This page	3,707	$1,835,261
2	CMI	Cummins Inc	2,289	$1,632,537
3	GEV	GE Vernova Inc.	1,164	$1,367,537
4	PH	Parker-Hannifin Corp	1,159	$1,133,641
5	ETN	Eaton Corp plc	1,404	$598,272
6	EMR	Emerson Electric Co	2,100	$300,615

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,835,261	3,707	+12.2%	Shares	Sole	2026-08-04
2026-03-31	$1,185,380	3,303	—	Shares	Sole	2026-04-22
No filing history on record for this holder in this stock.