FIRST FOUNDATION ADVISORS

Endowment

Position in ROK — Rockwell Automation, Inc

CIK 1086763 Irvine, CA

Position in ROK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,416,423

+$415,149 QoQ

Shares Held

2,861

+2.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#629

of 1,527 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $5,658,044 across 5 Specialty Industrial Machinery names. ROK ranks #2 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	1,819	$2,137,069
2	ROK	Rockwell Automation, Inc This page	2,861	$1,416,423
3	PH	Parker-Hannifin Corp	1,082	$1,058,325
4	EMR	Emerson Electric Co	3,933	$563,008
5	ETN	Eaton Corp plc	1,134	$483,219

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,416,423	2,861	+2.5%	Shares	Defined	2026-08-14
2026-03-31	$1,001,274	2,790	-12.7%	Shares	Defined	2026-05-04
2025-12-31	$1,243,078	3,195	+0.6%	Shares	Defined	2026-02-04
2025-09-30	$1,110,455	3,177	+0.6%	Shares	Defined	2025-11-17
2025-06-30	$1,048,660	3,157	+0.1%	Shares	Defined	2025-08-14
2025-03-31	$814,930	3,154	-0.2%	Shares	Defined	2025-05-08
2024-12-31	$903,095	3,160	-2.0%	Shares	Sole	2025-02-13
2024-09-30	$865,245	3,223	-6.0%	Shares	Sole	2024-11-14
2024-06-30	$944,209	3,430	+0.1%	Shares	Sole	2024-08-06
2024-03-31	$998,387	3,427	-11.0%	Shares	Sole	2024-05-10
2023-12-31	$1,195,347	3,850	-25.8%	Shares	Sole	2024-02-14
2023-09-30	$1,483,378	5,189	-0.6%	Shares	Defined	2023-11-15
2023-06-30	$1,719,070	5,218	-0.7%	Shares	Defined	2023-08-14
2023-03-31	$1,541,492	5,253	-7.0%	Shares	Sole	2023-05-12
2022-12-31	$1,454,755	5,648	-3.4%	Shares	Sole	2023-02-14
2022-09-30	$1,257,317	5,845	-12.4%	Shares	Sole	2022-11-14
2022-06-30	$1,330,593	6,676	-0.1%	Shares	Sole	2022-08-12
2022-03-31	$1,870,880	6,681	-6.1%	Shares	Sole	2022-05-05
2021-12-31	$2,482,416	7,116	+27.5%	Shares	Sole	2022-02-14
2021-09-30	$1,640,743	5,580	+2.3%	Shares	Sole	2021-11-15
2021-06-30	$1,560,525	5,456	+32.7%	Shares	Sole	2021-08-13
2021-03-31	$1,091,489	4,112	+3.3%	Shares	Sole	2021-05-18
2020-12-31	$997,972	3,979	-4.3%	Shares	Sole	2021-02-16
2020-09-30	$917,808	4,159	+5.7%	Shares	Sole	2020-11-12
2020-06-30	$838,155	3,935	-5.6%	Shares	Sole	2020-08-14
2020-03-31	$628,841	4,167	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.