Letters by company

Rockwell Automation, INC

1 letter discussing ROK. Everything written about it on this site is on its ticker page.

Alpha Wealth Funds The Insiders Fund 3rd Quarter 2026 Partner Letter The Insiders Fund took profits in Cencora, exited Pool, cut Alphabet and retained high cash equivalents amid a market led narrowly by AI infrastructure. It backed Energy Transfer, Rockwell Automation, healthcare names, Borr Drilling, Matador Resources and new holding Grab on insider buying, domestic-energy demand and automation. 3rd Quarter 2026 ABT $191BBORR $1.2BBSX $64B