Carmel Capital Partners, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1900481 SAN DIEGO, CA

Position in ROK

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

Position Value

$1,491,676

-$760,654 QoQ

Shares Held

3,013

-52.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#615

of 1,527 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Carmel Capital Partners, LLC holds $3,248,557 across 2 Specialty Industrial Machinery names. ROK ranks #2 (45.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IR	Ingersoll Rand Inc.	21,428	$1,756,881
2	ROK	Rockwell Automation, Inc This page	3,013	$1,491,676

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,491,676	3,013	-52.0%	Shares	Sole	2026-07-30
2026-03-31	$2,252,330	6,276	-0.8%	Shares	Sole	2026-04-30
2025-12-31	$2,461,645	6,327	+53.2%	Shares	Sole	2026-01-29
2025-09-30	$1,443,558	4,130	-37.2%	Shares	Sole	2025-10-30
2025-06-30	$2,185,678	6,580	-13.1%	Shares	Sole	2025-07-29
2025-03-31	$1,955,936	7,570	+4.1%	Shares	Sole	2025-05-05
2024-12-31	$2,078,836	7,274	+7.1%	Shares	Sole	2025-02-06
2024-09-30	$1,823,380	6,792	+24.3%	Shares	Sole	2024-11-01
2024-06-30	$1,503,854	5,463	+7.2%	Shares	Sole	2024-07-31
2024-03-31	$1,485,200	5,098	+40.8%	Shares	Sole	2024-04-25
2023-12-31	$1,124,248	3,621	-3.5%	Shares	Sole	2024-02-01
2023-09-30	$1,072,298	3,751	+2.5%	Shares	Sole	2023-10-27
2023-06-30	$1,205,787	3,660	+12.9%	Shares	Sole	2023-07-27
2023-03-31	$951,658	3,243	+6.0%	Shares	Sole	2023-04-19
2022-12-31	$787,906	3,059	-0.2%	Shares	Sole	2023-01-17
2022-09-30	$659,527	3,066	—	Shares	Sole	2022-10-14
No filing history on record for this holder in this stock.