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REGATTA CAPITAL GROUP, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1911488 EL SEGUNDO, CA

Position in ROK

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$551,519
+$259,391 QoQ
Shares Held
1,114
+36.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#888
of 1,527 holders
Holding Since
Mar 2026
2 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, 2026

REGATTA CAPITAL GROUP, LLC holds $2,828,279 across 3 Specialty Industrial Machinery names. ROK ranks #2 (19.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 ROK
Rockwell Automation, Inc
This page
1,114 $551,519

All Filings in ROK

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $551,519 1,114
2026-03-31 $292,128 814