Alpha Wealth Funds, LLC, an investment management company, released its Q3 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund returned 4.96% in September, bringing the YTD returns to 21.37%. This compares to the benchmark, S&P 500 September return of 3.65% and the year-to-date return through September 30, 2025, of 14.83%. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its third-quarter 2025 investor letter, Alpha Wealth Insiders Fund highlighted stocks such as Rockwell Automation, Inc. (NYSE:ROK). Rockwell Automation, Inc. (NYSE:ROK) offers industrial automation and digital transformation solutions. The one-month return of Rockwell Automation, Inc. (NYSE:ROK) was -0.91%, and its shares gained 41.60% of their value over the last 52 weeks. On January 2, 2026, Rockwell Automation, Inc. (NYSE:ROK) stock closed at $398.55 per share, with a market capitalization of $44.81 billion.
Alpha Wealth Insiders Fund stated the following regarding Rockwell Automation, Inc. (NYSE:ROK) in its third quarter 2025 investor letter:
Business: Rockwell Automation (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.
Rockwell Automation, Inc. (NYSE:ROK) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 51 hedge fund portfolios held Rockwell Automation, Inc. (NYSE:ROK) at the end of the third quarter, up from 49 in the previous quarter. While we acknowledge the potential of Rockwell Automation, Inc. (NYSE:ROK) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
