Position in OTIS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$17,900
-$1,370 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,035
of 1,211 holders
Holding Since
Mar 2021
20 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, 2026Mascoma Wealth Management LLC holds $560,041 across 11 Specialty Industrial Machinery names. OTIS ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
296 | $126,131 | |
| 2 | EMR |
Emerson Electric Co
|
727 | $104,070 | |
| 3 | GEV |
GE Vernova Inc.
|
88 | $103,387 | |
| 4 | XYL |
Xylem Inc.
|
800 | $94,568 | |
| 5 | ITW |
Illinois Tool Works Inc
|
210 | $56,798 | |
| 6 | ROK |
Rockwell Automation, Inc
|
50 | $24,754 | |
| 7 | PH |
Parker-Hannifin Corp
|
23 | $22,496 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
250 | $17,900 |
All Filings in OTIS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,900 | 250 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $19,270 | 250 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $21,837 | 250 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $27,429 | 300 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $27,626 | 279 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $28,792 | 279 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $25,838 | 279 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $25,985 | 250 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $24,065 | 250 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $54,598 | 550 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $53,682 | 600 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $50,193 | 625 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $55,631 | 625 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $120,270 | 1,425 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $90,915 | 1,425 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $102,188 | 1,446 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $114,809 | 1,492 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $121,898 | 1,400 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $119,717 | 1,455 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $99,594 | 1,455 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||