Basepoint Wealth LLC

Position in ROK — Rockwell Automation, Inc

CIK 2088236 CEDAR RAPIDS, IA

Position in ROK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$405,965

+$111,684 QoQ

Shares Held

820

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#992

of 1,527 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Basepoint Wealth LLC holds $1,677,841 across 12 Specialty Industrial Machinery names. ROK ranks #2 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	493	$579,205
2	ROK	Rockwell Automation, Inc This page	820	$405,965
3	CMI	Cummins Inc	428	$305,253
4	CR	Crane Co	369	$82,312
5	ETN	Eaton Corp plc	184	$78,406
6	EMR	Emerson Electric Co	492	$70,429
7	CXT	Crane NXT, Co.	960	$49,113
8	OTIS	Otis Worldwide Corp	526	$37,661

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$405,965	820	0.0%	Shares	Sole	2026-08-10
2026-03-31	$294,281	820	+14.2%	Shares	Sole	2026-05-07
2025-12-31	$279,352	718	-0.1%	Shares	Sole	2026-02-10
2025-09-30	$251,312	719	-50.8%	Shares	Sole	2025-11-13
2024-12-31	$417,824	1,462	-1.0%	Shares	Sole	2025-10-16
2024-09-30	$396,515	1,477	-1.1%	Shares	Sole	2025-10-16
2024-06-30	$410,993	1,493	+0.1%	Shares	Sole	2025-10-16
2024-03-31	$434,664	1,492	-0.5%	Shares	Sole	2025-10-16
2023-12-31	$465,720	1,500	+2.7%	Shares	Sole	2025-10-16
2023-09-30	$417,656	1,461	0.0%	Shares	Sole	2025-10-16
2023-06-30	$481,326	1,461	0.0%	Shares	Sole	2025-10-15
2023-03-31	$428,730	1,461	-3.9%	Shares	Sole	2025-10-10
2022-12-31	$391,763	1,521	0.0%	Shares	Sole	2025-10-09
2022-09-30	$327,182	1,521	0.0%	Shares	Sole	2025-10-09
2022-06-30	$303,150	1,521	-0.7%	Shares	Sole	2025-10-09
2022-03-31	$429,005	1,532	+0.5%	Shares	Sole	2025-10-09
2021-12-31	$531,647	1,524	—	Shares	Sole	2025-10-09
No filing history on record for this holder in this stock.