MARSHALL INVESTMENT MANAGEMENT, LLC
Position in ROK — Rockwell Automation, Inc
CIK 2022427
LITTLETON, CO
Position in ROK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,485
New position
Shares Held
3
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,503
of 1,527 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026MARSHALL INVESTMENT MANAGEMENT, LLC holds $102,551 across 9 Specialty Industrial Machinery names. ROK ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
44 | $31,381 | |
| 2 | PH |
Parker-Hannifin Corp
|
27 | $26,409 | |
| 3 | ITW |
Illinois Tool Works Inc
|
87 | $23,530 | |
| 4 | EMR |
Emerson Electric Co
|
70 | $10,020 | |
| 5 | GEV |
GE Vernova Inc.
|
3 | $3,524 | |
| 6 | CR |
Crane Co
|
11 | $2,453 | |
| 7 | FLS |
Flowserve Corp
|
31 | $2,298 | |
| 8 | ROK |
Rockwell Automation, Inc
This page
|
3 | $1,485 |
All Filings in ROK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,485 | 3 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||