BOSTON FAMILY OFFICE LLC
Family OfficePosition in ROK — Rockwell Automation, Inc
CIK 1039807
BOSTON, MA
Position in ROK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$30,825,166
+$7,536,008 QoQ
Shares Held
62,263
-4.1% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
2.20%
of 13F equity value
Holder Rank
#156
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, 2026BOSTON FAMILY OFFICE LLC holds $82,395,727 across 11 Specialty Industrial Machinery names. ROK ranks #1 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
62,263 | $30,825,166 | |
| 2 | ETN |
Eaton Corp plc
|
41,088 | $17,508,418 | |
| 3 | PH |
Parker-Hannifin Corp
|
14,533 | $14,215,017 | |
| 4 | XYL |
Xylem Inc.
|
91,480 | $10,813,850 | |
| 5 | ITW |
Illinois Tool Works Inc
|
12,681 | $3,429,830 | |
| 6 | GEV |
GE Vernova Inc.
|
2,010 | $2,361,468 | |
| 7 | EMR |
Emerson Electric Co
|
8,173 | $1,169,964 | |
| 8 | IR |
Ingersoll Rand Inc.
|
11,356 | $931,078 |
All Filings in ROK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,825,166 | 62,263 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $23,289,158 | 64,894 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $28,006,814 | 71,984 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $26,056,762 | 74,548 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $25,260,531 | 76,047 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $19,506,398 | 75,495 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $22,184,734 | 77,626 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $22,240,300 | 82,844 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $22,863,930 | 83,057 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $24,192,917 | 83,043 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $25,911,729 | 83,457 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $24,256,355 | 84,851 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $28,453,937 | 86,368 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $25,293,922 | 86,195 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $22,272,077 | 86,470 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $18,415,351 | 85,609 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $16,714,734 | 83,863 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $22,963,580 | 82,004 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $28,674,772 | 82,198 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $24,166,265 | 82,187 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $23,204,516 | 81,129 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $21,490,287 | 80,961 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $20,290,779 | 80,901 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $17,890,748 | 81,071 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $17,221,689 | 80,853 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $12,037,788 | 79,768 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||