Azimuth Capital Investment Management LLC
Position in ROK — Rockwell Automation, Inc
CIK 1942364
BLOOMFIELD HILLS, MI
Position in ROK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,461,907
+$1,975,151 QoQ
Shares Held
17,092
-5.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#333
of 1,527 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Azimuth Capital Investment Management LLC holds $66,374,319 across 9 Specialty Industrial Machinery names. ROK ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
80,589 | $23,597,265 | |
| 2 | CMI |
Cummins Inc
|
27,079 | $19,313,013 | |
| 3 | EMR |
Emerson Electric Co
|
63,637 | $9,109,636 | |
| 4 | ROK |
Rockwell Automation, Inc
This page
|
17,092 | $8,461,907 | |
| 5 | NDSN |
Nordson Corp
|
11,908 | $3,592,524 | |
| 6 | ITW |
Illinois Tool Works Inc
|
3,432 | $928,253 | |
| 7 | PH |
Parker-Hannifin Corp
|
705 | $689,574 | |
| 8 | DCI |
DONALDSON Co INC
|
5,350 | $480,269 |
All Filings in ROK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,461,907 | 17,092 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,486,756 | 18,075 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,171,338 | 18,432 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,711,675 | 19,202 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,465,689 | 19,465 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,510,728 | 21,328 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,237,366 | 21,825 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,951,758 | 22,170 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,305,013 | 22,904 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,987,258 | 23,984 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,066,580 | 25,981 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,698,764 | 26,931 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,102,044 | 27,628 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,271,768 | 28,188 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,372,426 | 28,623 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,045,666 | 28,105 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,681,331 | 28,505 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||