Position in OTIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,180,943
+$1,022,988 QoQ
Shares Held
114,259
+23.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#194
of 1,211 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026PEAPACK GLADSTONE FINANCIAL CORP holds $137,938,010 across 13 Specialty Industrial Machinery names. OTIS ranks #7 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
69,069 | $49,260,700 | |
| 2 | ROK |
Rockwell Automation, Inc
|
47,797 | $23,663,338 | |
| 3 | EMR |
Emerson Electric Co
|
98,464 | $14,095,121 | |
| 4 | ETN |
Eaton Corp plc
|
25,449 | $10,844,327 | |
| 5 | GEV |
GE Vernova Inc.
|
8,061 | $9,470,545 | |
| 6 | AME |
Ametek Inc/
|
34,777 | $8,413,946 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
114,259 | $8,180,943 | |
| 8 | IR |
Ingersoll Rand Inc.
|
55,196 | $4,525,519 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,180,943 | 114,259 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $7,157,955 | 92,864 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,389,163 | 107,489 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,653,178 | 105,580 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,393,624 | 74,668 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,616,468 | 73,803 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $6,768,493 | 73,086 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,519,433 | 72,344 | Shares | Defined | 2024-11-26 | |
| 2024-06-30 | $6,745,033 | 70,071 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $6,846,650 | 68,970 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $6,255,472 | 69,917 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $5,658,079 | 70,453 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,299,948 | 70,778 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,995,522 | 71,037 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,712,791 | 72,951 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,785,574 | 75,009 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,328,233 | 75,396 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,102,442 | 79,304 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,947,749 | 79,795 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $6,418,826 | 78,012 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,294,409 | 76,977 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,792,512 | 84,624 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,626,238 | 83,290 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $5,254,265 | 84,176 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $5,114,499 | 89,949 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||