Position in OTIS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$36,229
+$16,728 QoQ
Shares Held
506
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#983
of 1,209 holders
Holding Since
Jun 2020
9 quarters on record
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $3,222,709 across 9 Specialty Industrial Machinery names. OTIS ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
2,647 | $1,127,939 | |
| 2 | GEV |
GE Vernova Inc.
|
875 | $1,028,002 | |
| 3 | CMI |
Cummins Inc
|
652 | $465,012 | |
| 4 | DOV |
DOVER Corp
|
1,020 | $228,765 | |
| 5 | EMR |
Emerson Electric Co
|
1,138 | $162,904 | |
| 6 | ROK |
Rockwell Automation, Inc
|
235 | $116,343 | |
| 7 | CR |
Crane Co
|
181 | $40,375 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
506 | $36,229 |
All Filings in OTIS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,229 | 506 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $19,501 | 253 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $22,099 | 253 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $23,131 | 253 | Shares | Sole | 2025-11-14 | |
| 2021-09-30 | $65,824 | 800 | Shares | Other | 2021-11-15 | |
| 2021-03-31 | $54,760 | 800 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $54,040 | 800 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $49,936 | 800 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $45,488 | 800 | Shares | Other | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||