Position in OTIS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$745,355
+$535,929 QoQ
Shares Held
10,410
+283.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#541
of 1,211 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CHICAGO TRUST Co NA holds $14,275,591 across 7 Specialty Industrial Machinery names. OTIS ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
5,253 | $3,746,491 | |
| 2 | GEV |
GE Vernova Inc.
|
2,295 | $2,696,303 | |
| 3 | EMR |
Emerson Electric Co
|
18,692 | $2,675,759 | |
| 4 | ITW |
Illinois Tool Works Inc
|
7,494 | $2,026,902 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,437 | $1,405,558 | |
| 6 | ETN |
Eaton Corp plc
|
2,298 | $979,223 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
10,410 | $745,355 |
All Filings in OTIS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,355 | 10,410 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $209,426 | 2,717 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $407,320 | 4,455 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $289,038 | 2,919 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $304,233 | 2,948 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $317,467 | 3,428 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $278,351 | 2,678 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $212,060 | 2,203 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $266,341 | 2,683 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $237,811 | 2,658 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $278,835 | 3,472 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $342,153 | 3,844 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $325,868 | 3,861 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $271,656 | 3,469 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $214,687 | 3,365 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $240,207 | 3,399 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $221,845 | 2,883 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $253,895 | 2,916 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||