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SmartHarvest Portfolios, LLC

Position in ROK — Rockwell Automation, Inc

CIK 2066604 SEATTLE, WA

Position in ROK

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$605,482
+$190,617 QoQ
Shares Held
1,223
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#851
of 1,525 holders
Holding Since
Dec 2025
3 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

SmartHarvest Portfolios, LLC holds $4,783,032 across 9 Specialty Industrial Machinery names. ROK ranks #3 (12.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 ROK
Rockwell Automation, Inc
This page
1,223 $605,482

All Filings in ROK

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $605,482 1,223
2026-03-31 $414,865 1,156
2025-12-31 $485,559 1,248