Ethic Inc.

Position in ROK — Rockwell Automation, Inc

CIK 1780570 NEW YORK, NY

Position in ROK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$9,941,206

+$2,450,663 QoQ

Shares Held

20,080

-3.8% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#308

of 1,527 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Industrials · as of Jun 30, 2026

Ethic Inc. holds $172,565,206 across 28 Specialty Industrial Machinery names. ROK ranks #7 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	33,337	$39,166,307
2	ETN	Eaton Corp plc	49,547	$21,112,967
3	PH	Parker-Hannifin Corp	14,548	$14,229,689
4	ITW	Illinois Tool Works Inc	46,656	$12,619,048
5	EMR	Emerson Electric Co	85,399	$12,224,866
6	CMI	Cummins Inc	17,065	$12,170,928
7	ROK	Rockwell Automation, Inc This page	20,080	$9,941,206
8	XYL	Xylem Inc.	72,527	$8,573,416

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,941,206	20,080	-3.8%	Shares	Sole	2026-07-29
2026-03-31	$7,490,543	20,872	+12.6%	Shares	Sole	2026-04-27
2025-12-31	$7,210,634	18,533	+0.5%	Shares	Sole	2026-02-03
2025-09-30	$6,446,731	18,444	+10.4%	Shares	Sole	2025-10-17
2025-06-30	$5,549,232	16,706	+19.8%	Shares	Sole	2025-07-30
2025-03-31	$3,602,592	13,943	-0.2%	Shares	Sole	2025-05-13
2024-12-31	$3,993,629	13,974	-11.2%	Shares	Sole	2025-02-14
2024-09-30	$4,225,828	15,741	+10.6%	Shares	Sole	2024-11-13
2024-06-30	$3,916,683	14,228	-9.6%	Shares	Sole	2024-08-13
2024-03-31	$4,585,825	15,741	+28.8%	Shares	Sole	2024-05-13
2023-12-31	$3,794,065	12,220	+4.5%	Shares	Sole	2024-02-14
2023-09-30	$3,344,393	11,699	+5.3%	Shares	Sole	2023-11-14
2023-06-30	$3,661,177	11,113	+9.0%	Shares	Sole	2023-08-14
2023-03-31	$2,993,190	10,200	+13.3%	Shares	Sole	2023-05-12
2022-12-31	$2,318,645	9,002	+16.3%	Shares	Sole	2023-02-14
2022-09-30	$1,665,166	7,741	+26.8%	Shares	Sole	2022-11-14
2022-06-30	$1,216,986	6,106	+0.7%	Shares	Sole	2022-08-10
2022-03-31	$1,698,101	6,064	+9.4%	Shares	Sole	2022-05-16
2021-12-31	$1,934,373	5,545	-3.3%	Shares	Sole	2022-02-14
2021-09-30	$1,686,613	5,736	+26.3%	Shares	Sole	2021-11-15
2021-06-30	$1,299,102	4,542	+18.2%	Shares	Sole	2021-08-10
2021-03-31	$1,020,085	3,843	+32.0%	Shares	Sole	2021-05-13
2020-12-31	$730,107	2,911	+26.4%	Shares	Sole	2021-02-10
2020-09-30	$508,226	2,303	+30.1%	Shares	Sole	2020-10-27
2020-06-30	$377,010	1,770	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.