CORDA Investment Management, LLC.
Position in ROK — Rockwell Automation, Inc
CIK 1545812
HOUSTON, TX
Position in ROK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,592,177
+$519,844 QoQ
Shares Held
3,216
+7.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#602
of 1,527 holders
Holding Since
Dec 2025
3 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, 2026CORDA Investment Management, LLC. holds $2,817,541 across 2 Specialty Industrial Machinery names. ROK ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
3,216 | $1,592,177 | |
| 2 | EMR |
Emerson Electric Co
|
8,560 | $1,225,364 |
All Filings in ROK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,592,177 | 3,216 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,072,333 | 2,988 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,182,772 | 3,040 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||