RESOURCES MANAGEMENT CORP /CT/ /ADV
Position in ROK — Rockwell Automation, Inc
CIK 749044
WEST HARTFORD, CT
Position in ROK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$621,820
+$167,478 QoQ
Shares Held
1,256
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#837
of 1,525 holders
Holding Since
Sep 2023
12 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, 2026RESOURCES MANAGEMENT CORP /CT/ /ADV holds $20,485,373 across 10 Specialty Industrial Machinery names. ROK ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
27,509 | $7,440,359 | |
| 2 | EMR |
Emerson Electric Co
|
24,217 | $3,466,663 | |
| 3 | XYL |
Xylem Inc.
|
26,599 | $3,144,267 | |
| 4 | AME |
Ametek Inc/
|
9,036 | $2,186,169 | |
| 5 | CMI |
Cummins Inc
|
2,839 | $2,024,803 | |
| 6 | ROK |
Rockwell Automation, Inc
This page
|
1,256 | $621,820 | |
| 7 | GEV |
GE Vernova Inc.
|
464 | $545,135 | |
| 8 | PH |
Parker-Hannifin Corp
|
400 | $391,248 |
All Filings in ROK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,820 | 1,256 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $454,342 | 1,266 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $499,565 | 1,284 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $464,525 | 1,329 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $441,453 | 1,329 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $343,387 | 1,329 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $436,687 | 1,528 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $410,206 | 1,528 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $68,820 | 250 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $72,832 | 250 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $77,620 | 250 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $71,467 | 250 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||