Position in OTIS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$119,572
-$9,151 QoQ
Shares Held
1,670
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#892
of 1,211 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, 2026Colonial Trust Advisors holds $22,228,362 across 18 Specialty Industrial Machinery names. OTIS ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
44,911 | $19,137,475 | |
| 2 | GEV |
GE Vernova Inc.
|
1,423 | $1,671,825 | |
| 3 | CMI |
Cummins Inc
|
770 | $549,171 | |
| 4 | PH |
Parker-Hannifin Corp
|
288 | $281,698 | |
| 5 | FLS |
Flowserve Corp
|
1,970 | $146,095 | |
| 6 | OTIS |
Otis Worldwide Corp
This page
|
1,670 | $119,572 | |
| 7 | EMR |
Emerson Electric Co
|
763 | $109,223 | |
| 8 | GNRC |
Generac Holdings Inc.
|
260 | $76,130 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,572 | 1,670 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $128,723 | 1,670 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $150,242 | 1,720 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $161,739 | 1,769 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $228,934 | 2,312 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $238,598 | 2,312 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $223,375 | 2,412 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $250,703 | 2,412 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $233,334 | 2,424 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $242,516 | 2,443 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $216,696 | 2,422 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $301,965 | 3,760 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $337,347 | 3,790 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $330,004 | 3,910 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $306,583 | 3,915 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $292,650 | 4,587 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $320,276 | 4,532 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $348,737 | 4,532 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $433,173 | 4,975 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $409,343 | 4,975 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $464,044 | 5,675 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $388,453 | 5,675 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $416,783 | 6,170 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $385,131 | 6,170 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $413,372 | 7,270 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||