Position in OTIS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$21,694
-$1,661 QoQ
Shares Held
303
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,030
of 1,216 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, 2026JNBA Financial Advisors holds $4,960,377 across 18 Specialty Industrial Machinery names. OTIS ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GGG |
Graco Inc
|
53,891 | $4,074,698 | |
| 2 | EMR |
Emerson Electric Co
|
3,469 | $496,587 | |
| 3 | ITW |
Illinois Tool Works Inc
|
489 | $132,259 | |
| 4 | GEV |
GE Vernova Inc.
|
97 | $113,961 | |
| 5 | ETN |
Eaton Corp plc
|
85 | $36,220 | |
| 6 | CMI |
Cummins Inc
|
50 | $35,660 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
303 | $21,694 | |
| 8 | IR |
Ingersoll Rand Inc.
|
123 | $10,084 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,694 | 303 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $23,355 | 303 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $39,656 | 454 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $41,509 | 454 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $44,955 | 454 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $46,852 | 454 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $51,213 | 553 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $57,478 | 553 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $53,231 | 553 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $54,896 | 553 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $49,476 | 553 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $45,053 | 561 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $49,934 | 561 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $26,248 | 311 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $24,354 | 311 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $19,841 | 311 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $17,879 | 253 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $19,468 | 253 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $22,028 | 253 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $20,158 | 245 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $21,014 | 257 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $16,770 | 245 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $16,549 | 245 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $19,662 | 315 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $21,606 | 380 | Shares | Sole | 2020-07-24 | |
| No filing history on record for this holder in this stock. | ||||||