Position in OTIS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,069,990
-$97,849 QoQ
Shares Held
14,944
-1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#480
of 1,211 holders
Holding Since
Jun 2020
25 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, 2026Goelzer Investment Management, Inc. holds $27,597,349 across 10 Specialty Industrial Machinery names. OTIS ranks #3 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
48,279 | $20,572,647 | |
| 2 | CMI |
Cummins Inc
|
3,386 | $2,414,929 | |
| 3 | OTIS |
Otis Worldwide Corp
This page
|
14,944 | $1,069,990 | |
| 4 | EMR |
Emerson Electric Co
|
6,002 | $859,186 | |
| 5 | FELE |
Franklin Electric Co Inc
|
7,040 | $754,617 | |
| 6 | PH |
Parker-Hannifin Corp
|
675 | $660,231 | |
| 7 | CR |
Crane Co
|
1,799 | $401,302 | |
| 8 | DOV |
DOVER Corp
|
1,448 | $324,757 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,069,990 | 14,944 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,167,839 | 15,151 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,323,439 | 15,151 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,188,132 | 12,995 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,286,764 | 12,995 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,341,084 | 12,995 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,203,466 | 12,995 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,350,700 | 12,995 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,256,000 | 13,048 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,348,384 | 13,583 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,220,191 | 13,638 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,095,267 | 13,638 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,225,845 | 13,772 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,162,356 | 13,772 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,073,316 | 13,706 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $874,442 | 13,706 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $925,211 | 13,092 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $242,392 | 3,150 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $279,320 | 3,208 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $259,182 | 3,150 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $295,189 | 3,610 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $247,104 | 3,610 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $243,855 | 3,610 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $579,257 | 9,280 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $527,660 | 9,280 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||