Concurrent Investment Advisors, LLC

Position in ROK — Rockwell Automation, Inc

CIK 2001015 Tampa, FL

Position in ROK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,317,963

+$681,471 QoQ

Shares Held

4,682

+2.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#523

of 1,527 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $110,237,656 across 27 Specialty Industrial Machinery names. ROK ranks #10 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	26,216	$30,800,129
2	ETN	Eaton Corp plc	40,620	$17,308,994
3	CMI	Cummins Inc	14,086	$10,046,275
4	EMR	Emerson Electric Co	66,724	$9,551,539
5	PH	Parker-Hannifin Corp	7,332	$7,171,575
6	ITW	Illinois Tool Works Inc	25,394	$6,868,314
7	AME	Ametek Inc/	26,373	$6,380,682
8	GNRC	Generac Holdings Inc.	19,826	$5,805,250

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,317,963	4,682	+2.7%	Shares	Sole	2026-07-27
2026-03-31	$1,636,492	4,560	+19.7%	Shares	Sole	2026-04-21
2025-12-31	$1,482,745	3,811	+61.3%	Shares	Sole	2026-01-29
2025-09-30	$825,939	2,363	+5.9%	Shares	Sole	2025-10-27
2025-06-30	$741,403	2,232	+132.0%	Shares	Sole	2025-07-25
2025-03-31	$248,561	962	-1.2%	Shares	Sole	2025-04-29
2024-12-31	$278,359	974	-1.1%	Shares	Sole	2025-02-03
2024-09-30	$264,433	985	-0.5%	Shares	Sole	2024-10-30
2024-06-30	$272,527	990	+4.7%	Shares	Sole	2024-07-30
2024-03-31	$275,598	946	-26.8%	Shares	Sole	2024-05-07
2023-12-31	$401,140	1,292	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.