ADVISORTRUST PARTNERS, LLC

Position in ROK — Rockwell Automation, Inc

CIK 2115523 RALEIGH, NC

Position in ROK

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

Position Value

$229,222

+$9,398 QoQ

Shares Held

463

-18.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,209

of 1,527 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

ADVISORTRUST PARTNERS, LLC holds $6,398,163 across 5 Specialty Industrial Machinery names. ROK ranks #4 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	32,850	$4,702,477
2	ETN	Eaton Corp plc	1,982	$844,569
3	GEV	GE Vernova Inc.	357	$419,425
4	ROK	Rockwell Automation, Inc This page	463	$229,222
5	PH	Parker-Hannifin Corp	207	$202,470

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,222	463	-18.1%	Shares	Sole	2026-08-10
2025-12-31	$219,824	565	—	Shares	Sole	2026-03-10
No filing history on record for this holder in this stock.