Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% returns, respectively, over the same period. The fund underperformed while the S&P 500 and Nasdaq-100 posted their best quarter in six years. A significant factor in this decline is a ~30% concentration in Alphabet stock, which shifted from a cash-generating asset to a capital-intensive posture following a major stock offering to fund data centers. The performance of the fund was further hampered by losses in AI semiconductor stocks like AMD and Intel, which were sold prematurely. The letter concluded with a commitment to risk management while acknowledging the possibility of mistakes in investment strategy. In addition, please check the fund’s top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Insiders Fund highlighted Rockwell Automation, Inc. (NYSE:ROK). Rockwell Automation, Inc. (NYSE:ROK) is a leading provider of industrial automation and digital transformation solutions. On August 13, 2026, Rockwell Automation, Inc. (NYSE:ROK) closed at $445.51 per share. The one-month return of Rockwell Automation, Inc. (NYSE:ROK) was -3.54%, and its shares gained 30.16% over the past 52 weeks. Rockwell Automation, Inc. (NYSE:ROK) has a market capitalization of $49.57 billion.
Insiders Fund stated the following regarding Rockwell Automation, Inc. (NYSE:ROK) in its Q2 2026 investor letter:
“Business: Rockwell Automation, Inc. (NYSE:ROK) is a leading provider of industrial automation and digital transformation solutions. The company operates through three segments: Intelligent Devices, Software & Control, and Lifecycle Services. These segments offer a range of products and services, including control systems, software, and consulting, aimed at enhancing manufacturing efficiency and productivity.
Insider Buying/Selling: Insider Buying/Selling: There has been significant insider selling but we don’t put a lot of emphasis on selling as insiders are natural sellers due to a lot of stock based compensation. Rockwell has also been a standout performer and it would be naive not to take some profits.…” (Click here to read the full text)
Rockwell Automation, Inc. (NYSE:ROK) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 60 hedge fund portfolios held Rockwell Automation, Inc. (NYSE:ROK) at the end of the first quarter, up from 53 in the previous quarter. While we acknowledge the risk and potential of Rockwell Automation, Inc. (NYSE:ROK) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Rockwell Automation, Inc. (NYSE:ROK) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Rockwell Automation, Inc. (NYSE:ROK) and shared a bullish thesis on the company. In its Q1 2026 investor update, Insiders Fund highlighted Rockwell Automation, Inc. (NYSE:ROK) as a high-quality compounder, leveraring mission critical automation and industrial AI to drive factory digitalization. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.
READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.
Disclosure: None. This article is originally published at Insider Monkey.
