Position in OTIS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$69,453
-$5,239 QoQ
Shares Held
990
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#931
of 1,211 holders
Holding Since
Jun 2020
24 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, 2026Capital Analysts, LLC holds $7,710,431 across 17 Specialty Industrial Machinery names. OTIS ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
7,771 | $3,311,378 | |
| 2 | EMR |
Emerson Electric Co
|
20,041 | $2,868,868 | |
| 3 | PH |
Parker-Hannifin Corp
|
586 | $573,178 | |
| 4 | CMI |
Cummins Inc
|
703 | $501,386 | |
| 5 | GEV |
GE Vernova Inc.
|
180 | $211,473 | |
| 6 | RRX |
Regal Rexnord Corp
|
334 | $79,555 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
990 | $69,453 | |
| 8 | ITW |
Illinois Tool Works Inc
|
166 | $44,897 |
All Filings in OTIS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,453 | 990 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $74,692 | 989 | Shares | Defined | 2026-05-14 | |
| 2025-09-30 | $90,332 | 988 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $97,831 | 988 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $101,961 | 988 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $72,328 | 781 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $74,524 | 717 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $68,825 | 715 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $72,962 | 735 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $65,312 | 730 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $56,700 | 728 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $50,379 | 566 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $47,263 | 560 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $48,162 | 637 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $40,512 | 635 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $46,500 | 658 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $48,554 | 631 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $253,895 | 2,916 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $254,245 | 3,090 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $291,182 | 3,561 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $255,797 | 3,737 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $257,770 | 3,816 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $281,701 | 4,513 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $256,211 | 4,506 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||