New York Life Investment Management LLC
Position in ROK — Rockwell Automation, Inc
CIK 1133639
New York, NY
Position in ROK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,222,288
+$2,201,718 QoQ
Shares Held
16,608
-1.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#339
of 1,527 holders
Holding Since
Jun 2022
17 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, 2026New York Life Investment Management LLC holds $157,960,357 across 24 Specialty Industrial Machinery names. ROK ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
39,854 | $46,822,870 | |
| 2 | PH |
Parker-Hannifin Corp
|
17,545 | $17,161,115 | |
| 3 | CMI |
Cummins Inc
|
19,229 | $13,714,315 | |
| 4 | ITW |
Illinois Tool Works Inc
|
45,419 | $12,284,476 | |
| 5 | EMR |
Emerson Electric Co
|
80,752 | $11,559,648 | |
| 6 | ROK |
Rockwell Automation, Inc
This page
|
16,608 | $8,222,288 | |
| 7 | AME |
Ametek Inc/
|
32,044 | $7,752,725 | |
| 8 | IEX |
Idex Corp /De/
|
21,509 | $4,881,467 |
All Filings in ROK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,222,288 | 16,608 | Shares | Sole | 2026-08-10 | |
| 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. | ||||||