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Hughes Financial Services, LLC

Position in ROK — Rockwell Automation, Inc

CIK 2054465 HERNDON, VA

Position in ROK

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$7,426
+$4,555 QoQ
Shares Held
15
+87.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,445
of 1,527 holders
Holding Since
Mar 2025
6 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, 2026

Hughes Financial Services, LLC holds $552,398 across 37 Specialty Industrial Machinery names. ROK ranks #9 (1.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in ROK

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,426 15
2026-03-31 $2,871 8
2025-12-31 $1,556 4
2025-09-30 $1,398 4
2025-06-30 $1,328 4
2025-03-31 $2,583 10