Position in OTIS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$273,870
-$20,961 QoQ
Shares Held
3,825
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#325
of 581 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, 2026ATWOOD & PALMER INC holds $50,032,071 across 11 Specialty Industrial Machinery names. OTIS ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
157,868 | $46,225,329 | |
| 2 | PH |
Parker-Hannifin Corp
|
2,286 | $2,235,982 | |
| 3 | EMR |
Emerson Electric Co
|
4,271 | $611,393 | |
| 4 | ETN |
Eaton Corp plc
|
769 | $327,686 | |
| 5 | GEV |
GE Vernova Inc.
|
260 | $305,463 | |
| 6 | OTIS |
Otis Worldwide Corp
This page
|
3,825 | $273,870 | |
| 7 | AME |
Ametek Inc/
|
104 | $25,161 | |
| 8 | ITW |
Illinois Tool Works Inc
|
55 | $14,875 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,870 | 3,825 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $294,831 | 3,825 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $342,848 | 3,925 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $358,862 | 3,925 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $388,653 | 3,925 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $405,060 | 3,925 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $368,773 | 3,982 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $413,161 | 3,975 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $382,633 | 3,975 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $399,561 | 4,025 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $360,116 | 4,025 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $323,247 | 4,025 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $358,265 | 4,025 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $322,830 | 3,825 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $299,535 | 3,825 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $244,035 | 3,825 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $270,312 | 3,825 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $317,418 | 4,125 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $359,163 | 4,125 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $339,405 | 4,125 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $337,301 | 4,125 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $308,846 | 4,512 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $304,785 | 4,512 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $281,639 | 4,512 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $265,195 | 4,664 | Shares | Sole | 2020-07-24 | |
| No filing history on record for this holder in this stock. | ||||||