Position in ROK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,369,391
+$376,729 QoQ
Shares Held
2,766
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#641
of 1,527 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Choate Investment Advisors holds $28,738,286 across 11 Specialty Industrial Machinery names. ROK ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
71,220 | $10,195,143 | |
| 2 | GEV |
GE Vernova Inc.
|
5,548 | $6,518,123 | |
| 3 | ITW |
Illinois Tool Works Inc
|
11,218 | $3,034,132 | |
| 4 | DOV |
DOVER Corp
|
9,254 | $2,075,487 | |
| 5 | ETN |
Eaton Corp plc
|
4,606 | $1,962,708 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,466 | $1,433,923 | |
| 7 | ROK |
Rockwell Automation, Inc
This page
|
2,766 | $1,369,391 | |
| 8 | AME |
Ametek Inc/
|
3,727 | $901,710 |
All Filings in ROK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,369,391 | 2,766 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $992,662 | 2,766 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,074,222 | 2,761 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $818,948 | 2,343 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $778,274 | 2,343 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $612,102 | 2,369 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $669,891 | 2,344 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $607,256 | 2,262 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $625,986 | 2,274 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $663,358 | 2,277 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $706,342 | 2,275 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $674,653 | 2,360 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $777,502 | 2,360 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $524,395 | 1,787 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $460,277 | 1,787 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $409,139 | 1,902 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $380,084 | 1,907 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $534,017 | 1,907 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $665,256 | 1,907 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $560,734 | 1,907 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $544,010 | 1,902 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $502,212 | 1,892 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $474,532 | 1,892 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $417,526 | 1,892 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $402,996 | 1,892 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $285,521 | 1,892 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||