INDEPENDENT FINANCIAL GROUP, LLC
Position in ROK — Rockwell Automation, Inc
CIK 275484
SAN DIEGO, CA
Position in ROK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$210,904
New position
Shares Held
426
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,238
of 1,527 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $29,638,539 across 11 Specialty Industrial Machinery names. ROK ranks #10 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
14,256 | $16,748,804 | |
| 2 | CMI |
Cummins Inc
|
6,088 | $4,342,022 | |
| 3 | ETN |
Eaton Corp plc
|
7,019 | $2,990,936 | |
| 4 | EMR |
Emerson Electric Co
|
17,386 | $2,488,805 | |
| 5 | DOV |
DOVER Corp
|
5,230 | $1,172,984 | |
| 6 | PH |
Parker-Hannifin Corp
|
644 | $629,909 | |
| 7 | FLS |
Flowserve Corp
|
4,317 | $320,148 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,153 | $311,851 |
All Filings in ROK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,904 | 426 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||