Badgley Phelps Wealth Managers, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1895362
SEATTLE, WA
Position in ROK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$280,710
-$5,676 QoQ
Shares Held
567
-28.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,130
of 1,525 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Badgley Phelps Wealth Managers, LLC holds $73,264,924 across 7 Specialty Industrial Machinery names. ROK ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
35,965 | $35,178,085 | |
| 2 | ETN |
Eaton Corp plc
|
46,032 | $19,615,155 | |
| 3 | GEV |
GE Vernova Inc.
|
13,498 | $15,858,260 | |
| 4 | EMR |
Emerson Electric Co
|
12,521 | $1,792,381 | |
| 5 | ROK |
Rockwell Automation, Inc
This page
|
567 | $280,710 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,001 | $270,740 | |
| 7 | CMI |
Cummins Inc
|
378 | $269,593 |
All Filings in ROK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,710 | 567 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $286,386 | 798 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $568,431 | 1,461 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||