Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in OTIS — Otis Worldwide Corp
CIK 1510434
Seattle, WA
Position in OTIS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$758,887
+$227,421 QoQ
Shares Held
10,599
+53.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#539
of 1,211 holders
Holding Since
Sep 2021
16 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $55,211,255 across 19 Specialty Industrial Machinery names. OTIS ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
33,334 | $23,774,141 | |
| 2 | ETN |
Eaton Corp plc
|
23,024 | $9,810,986 | |
| 3 | GEV |
GE Vernova Inc.
|
4,883 | $5,736,841 | |
| 4 | PH |
Parker-Hannifin Corp
|
4,888 | $4,781,050 | |
| 5 | ROK |
Rockwell Automation, Inc
|
3,926 | $1,943,683 | |
| 6 | ITW |
Illinois Tool Works Inc
|
5,783 | $1,564,127 | |
| 7 | AME |
Ametek Inc/
|
5,302 | $1,282,765 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
10,599 | $758,887 |
All Filings in OTIS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $758,887 | 10,599 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $531,466 | 6,895 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $518,247 | 5,933 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $208,916 | 2,285 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $264,184 | 2,668 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $345,513 | 3,348 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $2,248,570 | 24,280 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,202,696 | 21,192 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,823,164 | 18,940 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,779,911 | 17,930 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,361,643 | 15,219 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,072,379 | 13,353 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,040,437 | 11,689 | Shares | Sole | 2023-08-11 | |
| 2022-03-31 | $514,179 | 6,682 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $448,932 | 5,156 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $435,754 | 5,296 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||