BOURGEON CAPITAL MANAGEMENT LLC

Position in ROK — Rockwell Automation, Inc

CIK 1088731 Darien, CT

Position in ROK

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,239,185

+$610,428 QoQ

Shares Held

2,503

+42.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#659

of 1,527 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

BOURGEON CAPITAL MANAGEMENT LLC holds $23,151,988 across 3 Specialty Industrial Machinery names. ROK ranks #3 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	48,507	$20,669,802
2	GEV	GE Vernova Inc.	1,058	$1,243,001
3	ROK	Rockwell Automation, Inc This page	2,503	$1,239,185

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,239,185	2,503	+42.9%	Shares	Sole	2026-07-22
2026-03-31	$628,757	1,752	+873.3%	Shares	Sole	2026-04-13
2021-09-30	$52,927	180	-5.3%	Shares	Sole	2021-11-09
2021-06-30	$54,343	190	-93.8%	Shares	Sole	2021-07-19
2021-03-31	$813,573	3,065	-88.6%	Shares	Sole	2021-05-13
2020-12-31	$6,748,043	26,905	-24.6%	Shares	Sole	2021-01-29
2020-09-30	$7,879,379	35,705	-1.6%	Shares	Sole	2020-10-28
2020-06-30	$7,726,575	36,275	+10.5%	Shares	Sole	2020-07-27
2020-03-31	$4,952,111	32,815	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.