MTM Investment Management, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1831416
SPARTANBURG, SC
Position in ROK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$925,304
+$258,505 QoQ
Shares Held
1,869
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#731
of 1,527 holders
Holding Since
Dec 2020
23 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, 2026MTM Investment Management, LLC holds $6,944,036 across 17 Specialty Industrial Machinery names. ROK ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
4,973 | $2,119,094 | |
| 2 | GEV |
GE Vernova Inc.
|
1,532 | $1,799,885 | |
| 3 | ROK |
Rockwell Automation, Inc
This page
|
1,869 | $925,304 | |
| 4 | CR |
Crane Co
|
3,685 | $822,012 | |
| 5 | EMR |
Emerson Electric Co
|
3,476 | $497,589 | |
| 6 | PH |
Parker-Hannifin Corp
|
388 | $379,510 | |
| 7 | CMI |
Cummins Inc
|
200 | $142,642 | |
| 8 | IR |
Ingersoll Rand Inc.
|
1,156 | $94,780 |
All Filings in ROK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $925,304 | 1,869 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $666,799 | 1,858 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $722,892 | 1,858 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $649,426 | 1,858 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $617,171 | 1,858 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $505,908 | 1,958 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $583,868 | 2,043 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $548,463 | 2,043 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $562,397 | 2,043 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $598,974 | 2,056 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $634,310 | 2,043 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $584,032 | 2,043 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $640,121 | 1,943 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $570,173 | 1,943 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $500,458 | 1,943 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $417,958 | 1,943 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $387,259 | 1,943 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $544,098 | 1,943 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $690,025 | 1,978 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $581,611 | 1,978 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $565,747 | 1,978 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $530,349 | 1,998 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $513,157 | 2,046 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||