Position in OTIS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,925,908
New position
Shares Held
138,630
first reported quarter
Ownership
0.036%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#179
of 1,211 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SUMMITRY LLC holds $55,858,814 across 9 Specialty Industrial Machinery names. OTIS ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
240,422 | $34,416,409 | |
| 2 | OTIS |
Otis Worldwide Corp
This page
|
138,630 | $9,925,908 | |
| 3 | ETN |
Eaton Corp plc
|
22,880 | $9,749,625 | |
| 4 | GEV |
GE Vernova Inc.
|
337 | $395,927 | |
| 5 | DCI |
DONALDSON Co INC
|
3,624 | $325,326 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,153 | $311,851 | |
| 7 | ROK |
Rockwell Automation, Inc
|
536 | $265,362 | |
| 8 | PH |
Parker-Hannifin Corp
|
258 | $252,354 |
All Filings in OTIS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,925,908 | 138,630 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||