Position in OTIS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,959,517
+$39,964 QoQ
Shares Held
69,267
+8.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#252
of 1,211 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 83%
Shared 16%
None 2%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $59,150,168 across 28 Specialty Industrial Machinery names. OTIS ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
15,750 | $11,233,056 | |
| 2 | XYL |
Xylem Inc.
|
88,397 | $10,449,409 | |
| 3 | DOV |
DOVER Corp
|
28,015 | $6,283,203 | |
| 4 | OTIS |
Otis Worldwide Corp
This page
|
69,267 | $4,959,517 | |
| 5 | ETN |
Eaton Corp plc
|
10,713 | $4,565,023 | |
| 6 | GEV |
GE Vernova Inc.
|
3,640 | $4,276,489 | |
| 7 | GNRC |
Generac Holdings Inc.
|
12,516 | $3,664,809 | |
| 8 | ITW |
Illinois Tool Works Inc
|
9,026 | $2,441,261 |
All Filings in OTIS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,959,517 | 69,267 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,919,553 | 63,824 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $5,667,354 | 64,881 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,375,077 | 58,789 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $264,085 | 2,667 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $258,825 | 2,508 | Shares | Other | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||