Agate Pass Investment Management, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1900409
BAINBRIDGE ISLAND, WA
Position in ROK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,797,140
+$261,134 QoQ
Shares Held
3,630
-15.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#573
of 1,527 holders
Holding Since
Dec 2024
7 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, 2026Agate Pass Investment Management, LLC holds $2,590,395 across 2 Specialty Industrial Machinery names. ROK ranks #1 (69.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
3,630 | $1,797,140 | |
| 2 | PH |
Parker-Hannifin Corp
|
811 | $793,255 |
All Filings in ROK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,797,140 | 3,630 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,536,006 | 4,280 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,665,219 | 4,280 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,495,988 | 4,280 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,421,687 | 4,280 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,105,866 | 4,280 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $773,061 | 2,705 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||