New York Life Investment Management LLC
Position in ROK — Rockwell Automation, Inc
CIK 1133639
New York, NY
Position in ROK
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$6,020,570
-$333,721 QoQ
Shares Held
16,776
+2.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026New York Life Investment Management LLC holds $146,849,231 across 26 Specialty Industrial Machinery names. ROK ranks #8 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
40,298 | $35,176,124 | |
| 2 | PH |
Parker-Hannifin Corp
|
17,519 | $15,683,709 | |
| 3 | ITW |
Illinois Tool Works Inc
|
44,262 | $11,520,955 | |
| 4 | EMR |
Emerson Electric Co
|
83,747 | $10,972,531 | |
| 5 | CMI |
Cummins Inc
|
19,205 | $10,332,674 | |
| 6 | GTLS |
Chart Industries Inc
|
48,508 | $10,029,029 | |
| 7 | AME |
Ametek Inc/
|
32,161 | $6,894,031 | |
| 8 | ROK |
Rockwell Automation, Inc
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|
16,776 | $6,020,570 |
All Filings in ROK
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,020,570 | 16,776 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,354,291 | 16,332 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,744,875 | 16,436 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,618,655 | 16,915 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,329,932 | 16,758 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,813,560 | 16,843 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,530,799 | 16,877 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,947,606 | 17,973 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $5,194,995 | 17,832 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,740,775 | 18,490 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,146,516 | 18,003 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,424,723 | 16,466 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $5,494,557 | 18,724 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,831,240 | 18,757 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,061,491 | 18,881 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,795,061 | 19,041 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||