Position in OTIS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$314,968
-$24,029 QoQ
Shares Held
4,399
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#747
of 1,211 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026EXCALIBUR MANAGEMENT CORP holds $5,400,222 across 7 Specialty Industrial Machinery names. OTIS ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
4,151 | $1,768,824 | |
| 2 | GEV |
GE Vernova Inc.
|
853 | $1,002,155 | |
| 3 | CMI |
Cummins Inc
|
1,060 | $756,002 | |
| 4 | EMR |
Emerson Electric Co
|
4,708 | $673,950 | |
| 5 | ITW |
Illinois Tool Works Inc
|
1,908 | $516,056 | |
| 6 | DOV |
DOVER Corp
|
1,642 | $368,267 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
4,399 | $314,968 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,968 | 4,399 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $338,997 | 4,398 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $387,397 | 4,435 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $405,492 | 4,435 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $439,153 | 4,435 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $466,980 | 4,525 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $419,060 | 4,525 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $471,471 | 4,536 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $455,021 | 4,727 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $472,128 | 4,756 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $423,372 | 4,732 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $387,335 | 4,823 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $429,295 | 4,823 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $421,578 | 4,995 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $394,839 | 5,042 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $321,360 | 5,037 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $359,427 | 5,086 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $444,924 | 5,782 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $505,702 | 5,808 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $478,540 | 5,816 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $476,228 | 5,824 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $399,816 | 5,841 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $404,556 | 5,989 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $432,071 | 6,922 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $393,357 | 6,918 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||