What Makes Rockwell Automation (ROK) a High-Quality Compounder?

1 week ago 8

Soumya Eswaran

Mon, January 5, 2026 astatine 6:06 AM CST 3 min read

Alpha Wealth Funds, LLC, an concern absorption company, released its Q3 2025 missive for the “Insiders Fund”. A transcript of the missive tin beryllium downloaded here. The money returned 4.96% successful September, bringing the YTD returns to 21.37%. This compares to the benchmark, S&P 500 September instrumentality of 3.65% and the year-to-date instrumentality done September 30, 2025, of 14.83%. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Alpha Wealth Insiders Fund highlighted stocks specified arsenic Rockwell Automation, Inc. (NYSE:ROK). Rockwell Automation, Inc. (NYSE:ROK) offers concern automation and integer translation solutions. The one-month instrumentality of Rockwell Automation, Inc. (NYSE:ROK) was -0.91%, and its shares gained 41.60% of their worth implicit the past 52 weeks. On January 2, 2026, Rockwell Automation, Inc. (NYSE:ROK) banal closed astatine $398.55 per share, with a marketplace capitalization of $44.81 billion.

Alpha Wealth Insiders Fund stated the pursuing regarding Rockwell Automation, Inc. (NYSE:ROK) successful its 3rd 4th 2025 capitalist letter:

Business: Rockwell Automation (NYSE:ROK) is simply a starring supplier of concern automation and integer translation solutions. The institution operates done 3 segments: Intelligent Devices, Software & Control, and Lifecycle Services. These segments connection a scope of products and services, including power systems, software, and consulting, aimed astatine enhancing manufacturing ratio and productivity.

Why Rockwell Automation Inc (ROK) Is Plunging In 2025?

Rockwell Automation, Inc. (NYSE:ROK) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 51 hedge money portfolios held Rockwell Automation, Inc. (NYSE:ROK) astatine the extremity of the 3rd quarter, up from 49 successful the erstwhile quarter. While we admit the imaginable of Rockwell Automation, Inc. (NYSE:ROK) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.