Merit Financial Group, LLC

Position in OTIS — Otis Worldwide Corp

CIK 1621225 ALPHARETTA, GA

Position in OTIS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,603,875

+$541,680 QoQ

Shares Held

36,367

+35.9% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#356

of 1,211 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Merit Financial Group, LLC holds $98,431,513 across 28 Specialty Industrial Machinery names. OTIS ranks #8 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	18,386	$21,600,970
2	CMI	Cummins Inc	23,648	$16,865,985
3	ETN	Eaton Corp plc	37,080	$15,800,525
4	ITW	Illinois Tool Works Inc	40,725	$11,014,886
5	PH	Parker-Hannifin Corp	5,555	$5,433,451
6	EMR	Emerson Electric Co	31,001	$4,437,787
7	NDSN	Nordson Corp	8,945	$2,698,613
8	OTIS	Otis Worldwide Corp This page	36,367	$2,603,875

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,603,875	36,367	+35.9%	Shares	Other	2026-07-20
2026-03-31	$2,062,195	26,754	-7.4%	Shares	Other	2026-04-15
2025-12-31	$2,524,936	28,906	+1.4%	Shares	Other	2026-01-26
2025-09-30	$2,605,844	28,501	+22.6%	Shares	Other	2025-11-07
2025-06-30	$2,302,710	23,255	+42.2%	Shares	Sole	2025-07-22
2025-03-31	$1,687,836	16,355	+51.6%	Shares	Sole	2025-04-09
2024-12-31	$999,261	10,790	+6.9%	Shares	Sole	2025-01-15
2024-09-30	$1,049,378	10,096	-2.7%	Shares	Sole	2024-10-17
2024-06-30	$998,601	10,374	-1.8%	Shares	Sole	2024-08-13
2024-03-31	$1,048,886	10,566	+3.7%	Shares	Sole	2024-05-06
2023-12-31	$911,430	10,187	+3.9%	Shares	Sole	2024-02-06
2023-09-30	$787,760	9,809	+4.0%	Shares	Sole	2023-11-07
2023-06-30	$839,453	9,431	+1.3%	Shares	Sole	2023-08-01
2023-03-31	$785,848	9,311	-0.5%	Shares	Sole	2023-04-24
2022-12-31	$733,138	9,362	+6.7%	Shares	Sole	2023-01-13
2022-09-30	$559,653	8,772	+10.7%	Shares	Sole	2022-10-31
2022-06-30	$559,847	7,922	+1.0%	Shares	Sole	2022-08-08
2022-03-31	$603,749	7,846	-1.3%	Shares	Sole	2022-05-13
2021-12-31	$691,858	7,946	-1.1%	Shares	Sole	2022-02-14
2021-09-30	$660,790	8,031	0.0%	Shares	Sole	2021-10-27
2021-06-30	$656,694	8,031	-0.8%	Shares	Sole	2021-08-16
2021-03-31	$554,239	8,097	0.0%	Shares	Sole	2021-05-18
2020-12-31	$546,952	8,097	0.0%	Shares	Sole	2021-02-12
2020-09-30	$505,414	8,097	-2.8%	Shares	Sole	2020-11-10
2020-06-30	$473,473	8,327	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.