AssuredPartners Investment Advisors, LLC
Position in ROK — Rockwell Automation, Inc
CIK 2055492
Tampa, FL
Position in ROK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$210,904
-$40,670 QoQ
Shares Held
426
-39.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,237
of 1,527 holders
Holding Since
Dec 2024
6 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, 2026AssuredPartners Investment Advisors, LLC holds $6,714,757 across 7 Specialty Industrial Machinery names. ROK ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
8,564 | $3,649,291 | |
| 2 | EMR |
Emerson Electric Co
|
10,701 | $1,531,848 | |
| 3 | CMI |
Cummins Inc
|
779 | $555,590 | |
| 4 | PH |
Parker-Hannifin Corp
|
322 | $314,954 | |
| 5 | DOV |
DOVER Corp
|
1,064 | $238,633 | |
| 6 | GHM |
Graham Corp
|
1,725 | $213,537 | |
| 7 | ROK |
Rockwell Automation, Inc
This page
|
426 | $210,904 |
All Filings in ROK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,904 | 426 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $251,574 | 701 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $456,768 | 1,174 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $251,312 | 719 | Shares | Sole | 2025-10-06 | |
| 2025-03-31 | $494,280 | 1,913 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $538,714 | 1,885 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||