Position in OTIS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,310,351
-$322,126 QoQ
Shares Held
18,301
-13.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#449
of 1,211 holders
Holding Since
Jun 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, 2026YHB Investment Advisors, Inc. holds $30,556,236 across 7 Specialty Industrial Machinery names. OTIS ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
15,590 | $11,118,943 | |
| 2 | ETN |
Eaton Corp plc
|
23,468 | $10,000,184 | |
| 3 | GEV |
GE Vernova Inc.
|
5,392 | $6,334,845 | |
| 4 | OTIS |
Otis Worldwide Corp
This page
|
18,301 | $1,310,351 | |
| 5 | ITW |
Illinois Tool Works Inc
|
4,382 | $1,185,199 | |
| 6 | EMR |
Emerson Electric Co
|
2,814 | $402,824 | |
| 7 | RRX |
Regal Rexnord Corp
|
856 | $203,890 |
All Filings in OTIS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,310,351 | 18,301 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,632,477 | 21,179 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,871,997 | 21,431 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,976,533 | 21,618 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,257,259 | 22,796 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,355,952 | 22,829 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,131,048 | 23,011 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,433,962 | 23,417 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,258,163 | 23,459 | Shares | Sole | 2024-08-01 | |
| 2023-12-31 | $1,954,203 | 21,842 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,745,296 | 21,732 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,960,178 | 22,022 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,793,753 | 21,253 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,646,624 | 21,027 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,364,363 | 21,385 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,543,715 | 21,844 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,697,286 | 22,057 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,870,786 | 21,486 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,703,607 | 20,705 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,671,215 | 20,438 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,393,984 | 20,365 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,417,334 | 20,982 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,357,510 | 21,748 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,423,546 | 25,036 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||