BURLING WEALTH PARTNERS, LLC

Position in ROK — Rockwell Automation, Inc

CIK 2054946 CHICAGO, IL

Position in ROK

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

Position Value

$297,048

+$81,720 QoQ

Shares Held

600

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,111

of 1,525 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

BURLING WEALTH PARTNERS, LLC holds $12,553,614 across 5 Specialty Industrial Machinery names. ROK ranks #5 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	14,227	$6,062,409
2	ITW	Illinois Tool Works Inc	14,472	$3,914,241
3	PH	Parker-Hannifin Corp	2,007	$1,963,086
4	OTIS	Otis Worldwide Corp	4,425	$316,830
5	ROK	Rockwell Automation, Inc This page	600	$297,048

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$297,048	600	0.0%	Shares	Sole	2026-08-04
2026-03-31	$215,328	600	0.0%	Shares	Sole	2026-05-08
2025-12-31	$233,442	600	—	Shares	Sole	2026-02-06
No filing history on record for this holder in this stock.