BEESE FULMER INVESTMENT MANAGEMENT, INC.
Position in ROK — Rockwell Automation, Inc
CIK 911274
CANTON, OH
Position in ROK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,435,544
+$1,675,001 QoQ
Shares Held
12,999
-2.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#369
of 1,527 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $70,465,075 across 9 Specialty Industrial Machinery names. ROK ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
43,396 | $30,950,461 | |
| 2 | ETN |
Eaton Corp plc
|
53,283 | $22,704,951 | |
| 3 | ROK |
Rockwell Automation, Inc
This page
|
12,999 | $6,435,544 | |
| 4 | GEV |
GE Vernova Inc.
|
4,783 | $5,619,355 | |
| 5 | EMR |
Emerson Electric Co
|
17,765 | $2,543,059 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,275 | $1,247,103 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,404 | $379,739 | |
| 8 | ITT |
Itt Inc.
|
1,914 | $378,512 |
All Filings in ROK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,435,544 | 12,999 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,760,543 | 13,265 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,131,833 | 13,190 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,588,280 | 13,127 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,375,675 | 13,173 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,361,265 | 13,009 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $3,734,989 | 13,069 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,508,503 | 13,069 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $3,611,398 | 13,119 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $3,821,958 | 13,119 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $4,091,815 | 13,179 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $3,813,219 | 13,339 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $4,394,533 | 13,339 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $3,959,814 | 13,494 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $3,539,526 | 13,742 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $2,966,797 | 13,792 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $2,760,842 | 13,852 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $3,890,456 | 13,893 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $4,864,015 | 13,943 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $4,042,167 | 13,747 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $3,931,916 | 13,747 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $3,659,621 | 13,787 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $3,457,917 | 13,787 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $3,042,515 | 13,787 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $2,936,631 | 13,787 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $2,080,596 | 13,787 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||