Position in OTIS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,362,762
-$106,228 QoQ
Shares Held
19,033
-0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#106
of 424 holders
Holding Since
Sep 2020
24 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, 2026J.W. COLE ADVISORS, INC. holds $43,814,564 across 17 Specialty Industrial Machinery names. OTIS ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
15,930 | $18,715,519 | |
| 2 | PH |
Parker-Hannifin Corp
|
5,339 | $5,222,182 | |
| 3 | ETN |
Eaton Corp plc
|
11,976 | $5,103,213 | |
| 4 | CMI |
Cummins Inc
|
6,400 | $4,564,544 | |
| 5 | EMR |
Emerson Electric Co
|
15,839 | $2,267,352 | |
| 6 | ROK |
Rockwell Automation, Inc
|
4,072 | $2,015,965 | |
| 7 | ITW |
Illinois Tool Works Inc
|
5,910 | $1,598,477 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
19,033 | $1,362,762 |
All Filings in OTIS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,362,762 | 19,033 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,468,990 | 19,058 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,642,180 | 18,800 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,882,177 | 20,586 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,850,485 | 18,688 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,579,166 | 15,302 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $667,255 | 7,205 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $742,339 | 7,142 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $615,871 | 6,398 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $640,490 | 6,452 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $451,555 | 5,047 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $361,475 | 4,501 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $401,613 | 4,512 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $402,841 | 4,773 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $376,671 | 4,810 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $332,972 | 5,219 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $357,095 | 5,053 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $389,520 | 5,062 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $450,151 | 5,170 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $657,910 | 7,996 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $428,720 | 5,243 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $345,740 | 5,051 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $346,869 | 5,135 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $675,009 | 10,814 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||