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Copley Financial Group, Inc.

Position in ROK — Rockwell Automation, Inc

CIK 2045258 SAN DIEGO, CA

Position in ROK

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$303,979
-$71,768 QoQ
Shares Held
614
-41.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,096
of 1,525 holders
Holding Since
Sep 2025
4 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, 2026

Copley Financial Group, Inc. holds $980,712 across 3 Specialty Industrial Machinery names. ROK ranks #2 (31.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 ROK
Rockwell Automation, Inc
This page
614 $303,979

All Filings in ROK

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $303,979 614
2026-03-31 $375,747 1,047
2025-12-31 $413,192 1,062
2025-09-30 $405,454 1,160