SEC 13F Intelligence

Terra Alpha Investments LLC / ROK

Terra Alpha Investments LLC’s Rockwell Automation Inc Position

Does Terra Alpha Investments LLC own Rockwell Automation Inc (ROK)? Yes — 5.6K shares worth $2M (+2.23% of its 13F portfolio) as of Q4 2025, down from 5.7K shares the prior filed quarter.

Position Value
$2M
Q4 2025
Shares
5.6K
% of Portfolio
+2.23%
Quarters Held
5
currently held

Position History ROK

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20255.6K$2M+2.23%
Q3 20255.7K$2M+2.02%
Q2 20255.7K$2M+1.98%
Q1 20255.8K$2M+1.63%
Q4 20245.5K$2M+1.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Terra Alpha Investments LLC’s full portfolio or all institutional holders of ROK.