Torrey-Payne Wealth Management, LLC
Position in ROK — Rockwell Automation, Inc
CIK 2112151
PASADENA, CA
Position in ROK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,120,861
+$308,357 QoQ
Shares Held
2,264
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.39%
of 13F equity value
Holder Rank
#687
of 1,527 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, 2026Torrey-Payne Wealth Management, LLC holds $1,362,801 across 2 Specialty Industrial Machinery names. ROK ranks #1 (82.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
2,264 | $1,120,861 | |
| 2 | AME |
Ametek Inc/
|
1,000 | $241,940 |
All Filings in ROK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,120,861 | 2,264 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $812,504 | 2,264 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $880,854 | 2,264 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||