Pointe Capital Management LLC
Position in OTIS — Otis Worldwide Corp
CIK 1640335
GROSSE POINTE FARMS, MI
Position in OTIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$293,703
-$30,187 QoQ
Shares Held
4,102
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#767
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, 2026Pointe Capital Management LLC holds $1,759,364 across 3 Specialty Industrial Machinery names. OTIS ranks #3 (16.7% of the industry book) .
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,703 | 4,102 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $323,890 | 4,202 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $367,044 | 4,202 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $395,526 | 4,326 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $428,360 | 4,326 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $446,443 | 4,326 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $400,630 | 4,326 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $449,644 | 4,326 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $416,420 | 4,326 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $429,442 | 4,326 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $387,047 | 4,326 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $367,498 | 4,576 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $407,309 | 4,576 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $386,214 | 4,576 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $358,346 | 4,576 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $291,948 | 4,576 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $323,385 | 4,576 | Shares | Sole | 2022-08-26 | |
| 2022-03-31 | $352,123 | 4,576 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $398,432 | 4,576 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $392,969 | 4,776 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $390,533 | 4,776 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $326,917 | 4,776 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $327,347 | 4,846 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $329,015 | 5,271 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $299,709 | 5,271 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||