Position in OTIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,363,232
+$819,634 QoQ
Shares Held
60,939
+32.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#275
of 1,211 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Horizon Investments, LLC holds $91,944,774 across 29 Specialty Industrial Machinery names. OTIS ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
17,658 | $20,745,677 | |
| 2 | ETN |
Eaton Corp plc
|
28,866 | $12,300,379 | |
| 3 | CMI |
Cummins Inc
|
14,278 | $10,183,212 | |
| 4 | AME |
Ametek Inc/
|
28,093 | $6,796,820 | |
| 5 | PH |
Parker-Hannifin Corp
|
6,287 | $6,149,440 | |
| 6 | OTIS |
Otis Worldwide Corp
This page
|
60,939 | $4,363,232 | |
| 7 | ITW |
Illinois Tool Works Inc
|
15,955 | $4,315,348 | |
| 8 | WTS |
Watts Water Technologies Inc
|
8,151 | $3,190,708 |
All Filings in OTIS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,363,232 | 60,939 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,543,598 | 45,973 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,357,838 | 26,993 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,249,360 | 24,602 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $790,773 | 7,986 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $772,555 | 7,486 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $672,441 | 7,261 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $744,106 | 7,159 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $699,232 | 7,264 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $719,310 | 7,246 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $654,562 | 7,316 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $485,393 | 6,044 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $563,522 | 6,331 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $470,952 | 5,580 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $584,819 | 7,468 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $461,465 | 7,233 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $456,245 | 6,456 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $921,861 | 11,980 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $501,349 | 5,758 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,027,183 | 12,484 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,097,844 | 13,426 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $224,738 | 3,327 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||