CLIFFORD SWAN INVESTMENT COUNSEL LLC
Position in ROK — Rockwell Automation, Inc
CIK 1034642
PASADENA, CA
Position in ROK
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$593,600
+$154,331 QoQ
Shares Held
1,199
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#865
of 1,527 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $105,949,430 across 12 Specialty Industrial Machinery names. ROK ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
243,559 | $34,865,470 | |
| 2 | PH |
Parker-Hannifin Corp
|
26,557 | $25,975,932 | |
| 3 | CMI |
Cummins Inc
|
18,353 | $13,089,543 | |
| 4 | ITW |
Illinois Tool Works Inc
|
31,469 | $8,511,420 | |
| 5 | OTIS |
Otis Worldwide Corp
|
105,779 | $7,573,776 | |
| 6 | GEV |
GE Vernova Inc.
|
5,594 | $6,572,166 | |
| 7 | GNRC |
Generac Holdings Inc.
|
14,045 | $4,112,516 | |
| 8 | ETN |
Eaton Corp plc
|
8,109 | $3,455,407 |
All Filings in ROK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,600 | 1,199 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $439,269 | 1,224 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $476,221 | 1,224 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $434,815 | 1,244 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $413,551 | 1,245 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $321,424 | 1,244 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $504,705 | 1,766 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $483,496 | 1,801 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $495,779 | 1,801 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $527,598 | 1,811 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $562,279 | 1,811 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $517,996 | 1,812 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $754,111 | 2,289 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $671,707 | 2,289 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $589,577 | 2,289 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $492,386 | 2,289 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $456,220 | 2,289 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $631,187 | 2,254 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $789,796 | 2,264 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $665,706 | 2,264 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $670,430 | 2,344 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $624,845 | 2,354 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $590,406 | 2,354 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $519,480 | 2,354 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $513,117 | 2,409 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $402,024 | 2,664 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||