OKABENA INVESTMENT SERVICES INC

Position in OTIS — Otis Worldwide Corp

CIK 1157519 Minneapolis, MN

Position in OTIS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,381,665

+$128,036 QoQ

Shares Held

19,297

+18.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#441

of 1,211 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

OKABENA INVESTMENT SERVICES INC holds $3,426,555 across 5 Specialty Industrial Machinery names. OTIS ranks #1 (40.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OTIS	Otis Worldwide Corp This page	19,297	$1,381,665
2	IR	Ingersoll Rand Inc.	9,000	$737,910
3	ITW	Illinois Tool Works Inc	1,731	$468,183
4	DCI	DONALDSON Co INC	5,025	$451,094
5	GEV	GE Vernova Inc.	330	$387,703

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,381,665	19,297	+18.6%	Shares	Sole	2026-08-04
2026-03-31	$1,253,629	16,264	-2.8%	Shares	Sole	2026-05-15
2025-12-31	$1,461,190	16,728	-3.8%	Shares	Sole	2026-02-13
2025-09-30	$1,589,144	17,381	-22.6%	Shares	Sole	2025-11-12
2025-06-30	$2,223,989	22,460	-10.0%	Shares	Sole	2025-08-13
2025-03-31	$2,574,220	24,944	+5.7%	Shares	Sole	2025-05-14
2024-12-31	$2,186,336	23,608	-7.6%	Shares	Sole	2025-02-12
2024-09-30	$2,655,667	25,550	0.0%	Shares	Sole	2024-11-12
2024-06-30	$2,459,443	25,550	-18.8%	Shares	Sole	2024-08-09
2024-03-31	$3,123,133	31,461	-11.0%	Shares	Sole	2024-05-13
2023-12-31	$3,162,496	35,347	-8.7%	Shares	Sole	2024-02-14
2023-09-30	$3,108,157	38,702	-11.6%	Shares	Sole	2023-11-27
2023-06-30	$3,898,994	43,804	-19.1%	Shares	Sole	2023-08-14
2023-03-31	$4,569,162	54,137	+20.1%	Shares	Sole	2023-05-15
2022-12-31	$3,530,449	45,083	-23.4%	Shares	Sole	2023-02-08
2022-09-30	$3,753,673	58,835	-11.2%	Shares	Sole	2022-11-14
2022-06-30	$4,684,714	66,290	+101.2%	Shares	Sole	2022-08-11
2022-03-31	$2,534,733	32,940	+17.6%	Shares	Sole	2022-05-12
2021-12-31	$2,439,266	28,015	+0.3%	Shares	Sole	2022-03-25
2021-09-30	$2,298,903	27,940	+10.0%	Shares	Sole	2021-11-12
2021-06-30	$2,076,058	25,389	+10.0%	Shares	Sole	2021-08-13
2021-03-31	$1,579,346	23,073	+23.8%	Shares	Sole	2021-05-14
2020-12-31	$1,258,726	18,634	+0.2%	Shares	Sole	2021-02-12
2020-09-30	$1,160,450	18,591	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.