Beaton Management Co. Inc.

Position in ROK — Rockwell Automation, Inc

CIK 1714678 HAVERHILL, MA

Position in ROK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,370,381

+$377,002 QoQ

Shares Held

2,768

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#640

of 1,527 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Beaton Management Co. Inc. holds $3,629,510 across 6 Specialty Industrial Machinery names. ROK ranks #1 (37.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROK	Rockwell Automation, Inc This page	2,768	$1,370,381
2	ETN	Eaton Corp plc	1,359	$579,097
3	EMR	Emerson Electric Co	3,845	$550,411
4	PH	Parker-Hannifin Corp	518	$506,666
5	GNRC	Generac Holdings Inc.	1,275	$373,332
6	CMI	Cummins Inc	350	$249,623

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,370,381	2,768	0.0%	Shares	Sole	2026-08-07
2026-03-31	$993,379	2,768	0.0%	Shares	Sole	2026-05-12
2025-12-31	$1,076,945	2,768	0.0%	Shares	Sole	2026-02-10
2025-09-30	$967,499	2,768	0.0%	Shares	Sole	2025-11-12
2025-06-30	$919,446	2,768	0.0%	Shares	Sole	2025-08-12
2025-03-31	$715,195	2,768	0.0%	Shares	Sole	2025-04-25
2024-12-31	$791,066	2,768	-1.8%	Shares	Sole	2025-01-31
2024-09-30	$756,520	2,818	0.0%	Shares	Sole	2024-11-06
2024-06-30	$775,739	2,818	0.0%	Shares	Sole	2024-08-13
2024-03-31	$820,967	2,818	+10.8%	Shares	Sole	2024-05-10
2023-12-31	$789,550	2,543	0.0%	Shares	Sole	2024-02-09
2023-09-30	$726,967	2,543	+6.4%	Shares	Sole	2023-11-03
2023-06-30	$787,385	2,390	0.0%	Shares	Sole	2023-07-21
2023-03-31	$701,345	2,390	0.0%	Shares	Sole	2023-05-12
2022-12-31	$615,592	2,390	0.0%	Shares	Sole	2023-02-14
2022-09-30	$514,112	2,390	+20.1%	Shares	Sole	2022-11-14
2022-06-30	$396,626	1,990	+14.4%	Shares	Sole	2022-08-12
2022-03-31	$487,252	1,740	+7.7%	Shares	Sole	2022-05-13
2021-12-31	$563,392	1,615	0.0%	Shares	Sole	2022-02-03
2021-09-30	$474,874	1,615	+16.2%	Shares	Sole	2021-11-08
2021-06-30	$397,567	1,390	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.