Bank Julius Baer & Co. Ltd, Zurich
BankPosition in ROK — Rockwell Automation, Inc
CIK 1544599
ZURICH, V8
Position in ROK
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$13,166,589
+$2,544,589 QoQ
Shares Held
36,688
+34.4% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Bank Julius Baer & Co. Ltd, Zurich holds $754,501,402 across 18 Specialty Industrial Machinery names. ROK ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
1,811,452 | $237,336,441 | |
| 2 | ETN |
Eaton Corp plc
|
596,945 | $213,509,318 | |
| 3 | AME |
Ametek Inc/
|
748,801 | $160,512,982 | |
| 4 | PH |
Parker-Hannifin Corp
|
70,675 | $63,271,087 | |
| 5 | XYL |
Xylem Inc.
|
146,425 | $17,497,787 | |
| 6 | GEV |
GE Vernova Inc.
|
19,063 | $16,640,092 | |
| 7 | ROK |
Rockwell Automation, Inc
This page
|
36,688 | $13,166,589 | |
| 8 | ITW |
Illinois Tool Works Inc
|
44,308 | $11,532,929 |
All Filings in ROK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,166,589 | 36,688 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $10,622,000 | 27,301 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,262,894 | 26,501 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $12,159,415 | 36,606 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,279,181 | 51,394 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $137,495,569 | 481,107 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $120,582,298 | 449,163 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $120,923,346 | 439,274 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $136,262,324 | 467,725 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $24,652,112 | 79,400 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $93,246,220 | 326,184 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $100,849,586 | 306,115 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $91,400,871 | 311,470 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $80,411,808 | 312,194 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $65,619,520 | 305,051 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $63,149,779 | 316,842 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $88,019,029 | 314,320 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $101,386,973 | 290,632 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $78,406,648 | 266,653 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $67,640,011 | 236,487 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $59,942,191 | 225,822 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $82,652,930 | 329,544 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $63,581,880 | 288,118 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $54,283,263 | 254,851 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $35,173,499 | 233,076 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||