Position in OTIS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$501,558
+$113,229 QoQ
Shares Held
7,005
+39.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#629
of 1,211 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Sterneck Capital Management, LLC holds $501,558 across 1 Specialty Industrial Machinery name. OTIS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OTIS |
Otis Worldwide Corp
This page
|
7,005 | $501,558 |
All Filings in OTIS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,558 | 7,005 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $388,329 | 5,038 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $307,472 | 3,520 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $282,335 | 3,088 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||