Essex Financial Services, Inc.

Position in OTIS — Otis Worldwide Corp

CIK 1315785 ESSEX, CT

Position in OTIS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,126,554

-$168,390 QoQ

Shares Held

15,734

-6.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#475

of 1,211 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Essex Financial Services, Inc. holds $23,779,780 across 12 Specialty Industrial Machinery names. OTIS ranks #6 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	8,014	$9,415,328
2	CMI	Cummins Inc	6,094	$4,346,301
3	ETN	Eaton Corp plc	9,146	$3,897,293
4	EMR	Emerson Electric Co	10,190	$1,458,698
5	PH	Parker-Hannifin Corp	1,188	$1,162,006
6	OTIS	Otis Worldwide Corp This page	15,734	$1,126,554
7	AME	Ametek Inc/	2,979	$720,739
8	ITW	Illinois Tool Works Inc	1,921	$519,572

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,126,554	15,734	-6.3%	Shares	Defined	2026-08-10
2026-03-31	$1,294,944	16,800	-8.7%	Shares	Defined	2026-04-24
2025-12-31	$1,606,715	18,394	-4.2%	Shares	Defined	2026-02-10
2025-09-30	$1,756,187	19,208	+0.9%	Shares	Defined	2025-11-07
2025-06-30	$1,885,439	19,041	+0.6%	Shares	Defined	2025-07-16
2025-03-31	$1,953,369	18,928	+2.5%	Shares	Defined	2025-04-25
2024-12-31	$1,710,506	18,470	-1.2%	Shares	Defined	2025-01-29
2024-09-30	$1,942,222	18,686	-4.0%	Shares	Defined	2024-10-24
2024-06-30	$1,873,315	19,461	+14.7%	Shares	Defined	2024-08-09
2024-03-31	$1,684,909	16,973	-1.3%	Shares	Sole	2024-04-24
2023-12-31	$1,538,436	17,195	-14.7%	Shares	Sole	2024-02-06
2023-09-30	$1,618,407	20,152	+16.5%	Shares	Sole	2023-11-15
2023-06-30	$1,539,516	17,296	+12.5%	Shares	Sole	2023-08-09
2023-03-31	$1,297,902	15,378	+4.1%	Shares	Sole	2023-05-11
2022-12-31	$1,156,482	14,768	-0.3%	Shares	Sole	2023-02-10
2022-09-30	$945,388	14,818	-4.6%	Shares	Sole	2022-11-07
2022-06-30	$1,097,646	15,532	+2.4%	Shares	Sole	2022-08-01
2022-03-31	$1,166,869	15,164	-9.9%	Shares	Sole	2022-04-21
2021-12-31	$1,464,691	16,822	-1.2%	Shares	Sole	2022-02-11
2021-09-30	$1,400,487	17,021	+28.9%	Shares	Sole	2021-11-10
2021-06-30	$1,079,936	13,207	0.0%	Shares	Sole	2021-07-30
2021-03-31	$904,019	13,207	-10.3%	Shares	Sole	2021-05-11
2020-12-31	$994,741	14,726	+7.7%	Shares	Sole	2021-02-05
2020-09-30	$853,343	13,671	+17.3%	Shares	Sole	2020-11-10
2020-06-30	$662,419	11,650	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.