First Affirmative Financial Network

Position in OTIS — Otis Worldwide Corp

CIK 1656282 COLORADO SPRINGS, CO

Position in OTIS

as of Sep 30, 2025 · filed Nov 20, 2025 Compact

Position Value

$287,547

-$25,653 QoQ

Shares Held

3,145

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Sep 30, 2025

First Affirmative Financial Network holds $2,792,650 across 8 Specialty Industrial Machinery names. OTIS ranks #6 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ITW	Illinois Tool Works Inc	2,701	$704,312
2	ETN	Eaton Corp plc	945	$353,666
3	PNR	PENTAIR plc	2,861	$316,884
4	DOV	DOVER Corp	1,891	$315,475
5	CMI	Cummins Inc	705	$297,770
6	OTIS	Otis Worldwide Corp This page	3,145	$287,547
7	TNC	Tennant Co	3,270	$265,066
8	XYL	Xylem Inc.	1,708	$251,930

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-09-30	$287,547	3,145	-0.6%	Shares	Sole	2025-11-20
2025-06-30	$313,200	3,163	+0.5%	Shares	Sole	2025-11-20
2025-03-31	$324,667	3,146	-10.1%	Shares	Sole	2025-04-11
2024-12-31	$323,949	3,498	+2.1%	Shares	Sole	2025-01-23
2024-09-30	$355,994	3,425	+0.1%	Shares	Sole	2024-10-10
2024-06-30	$329,497	3,423	-4.3%	Shares	Sole	2024-07-10
2024-03-31	$354,989	3,576	-3.3%	Shares	Sole	2024-04-11
2023-12-31	$330,860	3,698	+29.5%	Shares	Sole	2024-01-08
2023-09-30	$229,285	2,855	+26.0%	Shares	Sole	2023-10-16
2023-06-30	$201,696	2,266	—	Shares	Sole	2023-07-10
No filing history on record for this holder in this stock.