Position in OTIS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$219,668
-$30,764 QoQ
Shares Held
3,068
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#837
of 1,211 holders
Holding Since
Jun 2020
25 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, 2026FLAGSHIP HARBOR ADVISORS, LLC holds $7,819,777 across 9 Specialty Industrial Machinery names. OTIS ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
4,107 | $4,825,150 | |
| 2 | EMR |
Emerson Electric Co
|
6,790 | $971,988 | |
| 3 | ETN |
Eaton Corp plc
|
1,478 | $629,805 | |
| 4 | DOV |
DOVER Corp
|
1,192 | $267,341 | |
| 5 | ITW |
Illinois Tool Works Inc
|
869 | $235,038 | |
| 6 | PH |
Parker-Hannifin Corp
|
233 | $227,901 | |
| 7 | IR |
Ingersoll Rand Inc.
|
2,766 | $226,784 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
3,068 | $219,668 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,668 | 3,068 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $250,432 | 3,249 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $264,932 | 3,033 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $249,329 | 2,727 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $281,711 | 2,845 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $306,916 | 2,974 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $294,962 | 3,185 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $349,965 | 3,367 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $314,192 | 3,264 | Shares | Sole | 2025-12-02 | |
| 2024-03-31 | $328,782 | 3,312 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $309,029 | 3,454 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $278,515 | 3,468 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $322,216 | 3,620 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $361,991 | 4,289 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $351,142 | 4,484 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $293,607 | 4,602 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $344,092 | 4,869 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $531,570 | 6,908 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $691,684 | 7,944 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $489,895 | 5,954 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $486,858 | 5,954 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $378,460 | 5,529 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $383,413 | 5,676 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $345,369 | 5,533 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $287,882 | 5,063 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||