Elefante Mark B

Position in ROK — Rockwell Automation, Inc

CIK 1661535 BOSTON, MA

Position in ROK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$8,010,887

+$2,746,119 QoQ

Shares Held

16,181

+10.3% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

3.61%

of 13F equity value

Holder Rank

#343

of 1,521 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 51% Shared 49% None 0%

Industrials · as of Jun 30, 2026

Elefante Mark B holds $12,766,982 across 3 Specialty Industrial Machinery names. ROK ranks #1 (62.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROK	Rockwell Automation, Inc This page	16,181	$8,010,887
2	XYL	Xylem Inc.	38,337	$4,531,815
3	DOV	DOVER Corp	1,000	$224,280

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,010,887	16,181	+10.3%	Shares	Sole	2026-08-13
2026-03-31	$5,264,768	14,670	+15.3%	Shares	Sole	2026-05-15
2025-12-31	$4,948,968	12,720	+2.7%	Shares	Sole	2026-02-17
2025-09-30	$4,327,879	12,382	+6.8%	Shares	Sole	2025-11-10
2025-06-30	$3,851,509	11,595	-3.3%	Shares	Sole	2025-07-28
2025-03-31	$3,097,716	11,989	+16.0%	Shares	Sole	2025-05-06
2024-12-31	$2,954,781	10,339	+161.4%	Shares	Sole	2025-02-14
2020-06-30	$842,415	3,955	+10.2%	Shares	Sole	2020-07-28
2020-03-31	$541,764	3,590	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.