Broderick Brian C

Position in ROK — Rockwell Automation, Inc

CIK 1314376 BOSTON, MA

Position in ROK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$18,704,615

+$5,513,623 QoQ

Shares Held

37,781

+2.8% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

3.20%

of 13F equity value

Holder Rank

#221

of 1,527 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 18% Shared 82% None 0%

Industrials · as of Jun 30, 2026

Broderick Brian C holds $33,101,273 across 4 Specialty Industrial Machinery names. ROK ranks #1 (56.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROK	Rockwell Automation, Inc This page	37,781	$18,704,615
2	XYL	Xylem Inc.	76,468	$9,039,280
3	GEV	GE Vernova Inc.	4,254	$4,997,852
4	IR	Ingersoll Rand Inc.	4,385	$359,526

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,704,615	37,781	+2.8%	Shares	Sole	2026-08-11
2026-03-31	$13,190,992	36,756	+2.1%	Shares	Sole	2026-05-07
2025-12-31	$14,011,576	36,013	-0.0%	Shares	Sole	2026-02-17
2025-09-30	$12,592,514	36,027	-5.3%	Shares	Sole	2025-11-10
2025-06-30	$12,639,729	38,052	-15.3%	Shares	Sole	2025-07-23
2025-03-31	$11,611,852	44,941	-0.2%	Shares	Defined	2025-04-18
2024-12-31	$12,869,978	45,033	+3.5%	Shares	Sole	2025-02-13
2024-09-30	$11,684,182	43,523	+0.3%	Shares	Sole	2024-11-06
2024-06-30	$11,951,004	43,414	+1.1%	Shares	Sole	2024-08-12
2024-03-31	$12,514,368	42,956	+7.4%	Shares	Sole	2024-05-06
2023-12-31	$12,413,297	39,981	+2.8%	Shares	Sole	2024-02-14
2023-09-30	$11,114,337	38,879	-0.2%	Shares	Sole	2023-11-14
2023-06-30	$12,837,346	38,966	-0.9%	Shares	Sole	2023-08-11
2023-03-31	$11,541,972	39,332	+0.1%	Shares	Sole	2023-05-10
2022-12-31	$10,120,952	39,294	-0.0%	Shares	Sole	2023-02-09
2022-09-30	$8,454,680	39,304	+3.1%	Shares	Sole	2022-11-08
2022-06-30	$7,601,681	38,140	+1.7%	Shares	Sole	2022-07-19
2022-03-31	$10,501,681	37,502	+1.4%	Shares	Sole	2022-05-17
2021-12-31	$12,899,075	36,976	+0.3%	Shares	Sole	2022-02-08
2021-09-30	$10,839,488	36,864	-1.4%	Shares	Sole	2021-11-10
2021-06-30	$10,692,570	37,384	-0.1%	Shares	Sole	2021-08-09
2021-03-31	$9,930,374	37,411	+0.4%	Shares	Sole	2021-05-17
2020-12-31	$9,345,428	37,261	-2.2%	Shares	Sole	2021-02-16
2020-09-30	$8,410,112	38,110	+1.0%	Shares	Sole	2020-10-28
2020-06-30	$8,038,833	37,741	-0.4%	Shares	Sole	2020-07-28
2020-03-31	$5,720,240	37,905	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.