Position in OTIS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$7,001,048
-$11,002,835 QoQ
Shares Held
97,780
-58.1% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#219
of 1,216 holders
Holding Since
Jun 2020
25 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, 2026Carnegie Investment Counsel holds $200,078,037 across 11 Specialty Industrial Machinery names. OTIS ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
165,555 | $70,546,296 | |
| 2 | DCI |
DONALDSON Co INC
|
358,083 | $32,145,110 | |
| 3 | GEV |
GE Vernova Inc.
|
19,345 | $22,727,666 | |
| 4 | ROK |
Rockwell Automation, Inc
|
45,592 | $22,571,687 | |
| 5 | EMR |
Emerson Electric Co
|
110,931 | $15,879,772 | |
| 6 | CMI |
Cummins Inc
|
19,949 | $14,227,826 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
97,780 | $7,001,048 | |
| 8 | AME |
Ametek Inc/
|
22,319 | $5,399,858 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,001,048 | 97,780 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $18,003,883 | 233,574 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $20,965,921 | 240,022 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $21,428,266 | 234,368 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $19,352,171 | 195,437 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $19,966,413 | 193,473 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $17,843,539 | 192,674 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $19,781,964 | 190,321 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $17,123,787 | 177,891 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $17,332,939 | 174,604 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $15,378,103 | 171,880 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $13,775,895 | 171,534 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $15,084,346 | 169,468 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $14,492,914 | 171,717 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $13,241,281 | 169,088 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $10,892,829 | 170,734 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $14,079,089 | 199,223 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $15,972,665 | 207,572 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $18,503,071 | 212,508 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $15,380,600 | 186,930 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $14,459,062 | 176,826 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $10,794,701 | 157,702 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $9,561,297 | 141,544 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $7,464,558 | 119,586 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $5,150,151 | 90,576 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||