VALLEY WEALTH MANAGERS, INC.

Position in ROK — Rockwell Automation, Inc

CIK 924166 PARAMUS, NJ

Position in ROK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$32,180

+$8,853 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,364

of 1,525 holders

Holding Since

Jun 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

VALLEY WEALTH MANAGERS, INC. holds $281,783 across 6 Specialty Industrial Machinery names. ROK ranks #2 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	137	$160,955
2	ROK	Rockwell Automation, Inc This page	65	$32,180
3	CSW	Csw Industrials, Inc.	100	$27,830
4	PH	Parker-Hannifin Corp	24	$23,474
5	ETN	Eaton Corp plc	54	$23,010
6	ITW	Illinois Tool Works Inc	53	$14,334

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,180	65	0.0%	Shares	Sole	2026-08-04
2026-03-31	$23,327	65	0.0%	Shares	Sole	2026-05-06
2025-12-31	$25,289	65	0.0%	Shares	Sole	2026-02-04
2025-09-30	$22,719	65	-74.0%	Shares	Sole	2025-11-03
2023-12-31	$77,620	250	0.0%	Shares	Defined	2024-02-07
2023-09-30	$71,467	250	0.0%	Shares	Defined	2023-11-09
2023-06-30	$82,362	250	0.0%	Shares	Defined	2023-07-28
2023-03-31	$73,362	250	0.0%	Shares	Defined	2023-05-03
2022-12-31	$64,392	250	0.0%	Shares	Defined	2023-02-01
2022-09-30	$53,777	250	0.0%	Shares	Defined	2022-11-09
2022-06-30	$49,827	250	-70.6%	Shares	Defined	2022-11-16
2022-03-31	$238,025	850	0.0%	Shares	Other	2022-05-02
2021-12-31	$296,522	850	-10.5%	Shares	Sole	2022-02-02
2021-09-30	$279,338	950	-5.0%	Shares	Sole	2021-11-01
2021-06-30	$286,020	1,000	-2.4%	Shares	Sole	2021-08-03
2021-03-31	$272,076	1,025	0.0%	Shares	Sole	2021-04-22
2020-12-31	$257,080	1,025	0.0%	Shares	Sole	2021-02-02
2020-09-30	$226,197	1,025	0.0%	Shares	Sole	2020-11-03
2020-06-30	$218,325	1,025	—	Shares	Sole	2020-07-28
No filing history on record for this holder in this stock.