Westside Investment Management, Inc.
Position in ROK — Rockwell Automation, Inc
CIK 1538383
SANTA MONICA, CA
Position in ROK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$794,603
+$218,601 QoQ
Shares Held
1,605
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#765
of 1,527 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Westside Investment Management, Inc. holds $2,243,705 across 18 Specialty Industrial Machinery names. ROK ranks #1 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
1,605 | $794,603 | |
| 2 | GEV |
GE Vernova Inc.
|
637 | $748,385 | |
| 3 | ETN |
Eaton Corp plc
|
526 | $224,138 | |
| 4 | ITW |
Illinois Tool Works Inc
|
344 | $93,041 | |
| 5 | CMI |
Cummins Inc
|
116 | $82,732 | |
| 6 | AME |
Ametek Inc/
|
224 | $54,194 | |
| 7 | DOV |
DOVER Corp
|
228 | $51,135 | |
| 8 | IR |
Ingersoll Rand Inc.
|
464 | $38,043 |
All Filings in ROK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $794,603 | 1,605 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $576,002 | 1,605 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $624,457 | 1,605 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $559,248 | 1,600 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $518,849 | 1,562 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $387,570 | 1,500 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $428,685 | 1,500 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $402,690 | 1,500 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $412,920 | 1,500 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $436,995 | 1,500 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $465,720 | 1,500 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $428,805 | 1,500 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $494,175 | 1,500 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $440,175 | 1,500 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $386,355 | 1,500 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $322,665 | 1,500 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $298,965 | 1,500 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $420,045 | 1,500 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $523,275 | 1,500 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $441,060 | 1,500 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $429,030 | 1,500 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $398,160 | 1,500 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $376,215 | 1,500 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $331,020 | 1,500 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $319,500 | 1,500 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $226,365 | 1,500 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||