CLIFFORD SWAN INVESTMENT COUNSEL LLC
Position in OTIS — Otis Worldwide Corp
CIK 1034642
PASADENA, CA
Position in OTIS
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$7,573,776
+$560,113 QoQ
Shares Held
105,779
+16.3% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#207
of 1,211 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $105,949,430 across 12 Specialty Industrial Machinery names. OTIS ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
243,559 | $34,865,470 | |
| 2 | PH |
Parker-Hannifin Corp
|
26,557 | $25,975,932 | |
| 3 | CMI |
Cummins Inc
|
18,353 | $13,089,543 | |
| 4 | ITW |
Illinois Tool Works Inc
|
31,469 | $8,511,420 | |
| 5 | OTIS |
Otis Worldwide Corp
This page
|
105,779 | $7,573,776 | |
| 6 | GEV |
GE Vernova Inc.
|
5,594 | $6,572,166 | |
| 7 | GNRC |
Generac Holdings Inc.
|
14,045 | $4,112,516 | |
| 8 | ETN |
Eaton Corp plc
|
8,109 | $3,455,407 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,573,776 | 105,779 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $7,013,663 | 90,992 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,663,284 | 41,938 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,954,530 | 43,252 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,342,522 | 43,855 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,552,771 | 44,116 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,069,283 | 43,940 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,634,268 | 44,586 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,383,584 | 45,539 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,658,443 | 46,927 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $4,215,826 | 47,120 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,848,856 | 47,925 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,324,817 | 48,588 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,132,983 | 48,969 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $3,925,210 | 50,124 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,207,672 | 50,277 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,486,716 | 49,338 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,904,366 | 50,739 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $4,636,129 | 53,246 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,405,435 | 53,542 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,996,474 | 61,104 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $4,593,747 | 67,111 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $4,415,203 | 65,362 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,162,852 | 66,691 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $3,833,728 | 67,424 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||