PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in OTIS — Otis Worldwide Corp

CIK 12600 DES MOINES, IA

Position in OTIS

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

Position Value

$1,749,832

+$780,474 QoQ

Shares Held

24,439

+94.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#403

of 1,209 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $36,455,958 across 21 Specialty Industrial Machinery names. OTIS ranks #6 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	6,160	$7,237,137
2	PH	Parker-Hannifin Corp	7,163	$7,006,273
3	ETN	Eaton Corp plc	13,940	$5,940,112
4	CMI	Cummins Inc	5,723	$4,081,700
5	ITW	Illinois Tool Works Inc	9,075	$2,454,515
6	OTIS	Otis Worldwide Corp This page	24,439	$1,749,832
7	EMR	Emerson Electric Co	10,434	$1,493,627
8	DOV	DOVER Corp	4,599	$1,031,463

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,749,832	24,439	+94.3%	Shares	Sole	2026-08-04
2026-03-31	$969,358	12,576	-1.2%	Shares	Sole	2026-05-13
2025-12-31	$1,112,402	12,735	+5.7%	Shares	Sole	2026-02-12
2025-09-30	$1,101,091	12,043	+28.8%	Shares	Sole	2025-11-12
2025-06-30	$925,539	9,347	-33.9%	Shares	Sole	2025-08-11
2025-03-31	$1,459,867	14,146	+0.0%	Shares	Sole	2025-04-30
2024-12-31	$1,309,968	14,145	-10.1%	Shares	Sole	2025-01-30
2024-09-30	$1,635,599	15,736	+16.7%	Shares	Sole	2024-10-28
2024-06-30	$1,298,354	13,488	+7.3%	Shares	Sole	2024-07-31
2024-03-31	$1,247,823	12,570	+19.0%	Shares	Sole	2024-05-10
2023-12-31	$944,713	10,559	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.