Position in OTIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,444
-$4,501 QoQ
Shares Held
90
-36.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,105
of 1,211 holders
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Coastline Trust Co holds $9,368,292 across 9 Specialty Industrial Machinery names. OTIS ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
24,140 | $3,455,640 | |
| 2 | ETN |
Eaton Corp plc
|
7,387 | $3,147,747 | |
| 3 | ITW |
Illinois Tool Works Inc
|
6,338 | $1,714,238 | |
| 4 | CMI |
Cummins Inc
|
784 | $559,155 | |
| 5 | GEV |
GE Vernova Inc.
|
189 | $222,047 | |
| 6 | ROK |
Rockwell Automation, Inc
|
414 | $204,963 | |
| 7 | DOV |
DOVER Corp
|
243 | $54,499 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
90 | $6,444 |
All Filings in OTIS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,444 | 90 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $10,945 | 142 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $7,861 | 90 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $8,228 | 90 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $8,911 | 90 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,288 | 90 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $8,983 | 97 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,354 | 90 | Shares | Sole | 2024-11-06 | |
| 2021-03-31 | $411,932 | 6,018 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $446,369 | 6,608 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $341,936 | 5,478 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $319,097 | 5,612 | Shares | Defined | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||