Cypress Wealth Services, LLC

Position in OTIS — Otis Worldwide Corp

CIK 1721527 PALM DESERT, CA

Position in OTIS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$317,904

New position

Shares Held

4,440

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#741

of 1,211 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cypress Wealth Services, LLC holds $1,430,427 across 4 Specialty Industrial Machinery names. OTIS ranks #3 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ITW	Illinois Tool Works Inc	1,751	$473,592
2	GEV	GE Vernova Inc.	340	$399,452
3	OTIS	Otis Worldwide Corp This page	4,440	$317,904
4	ETN	Eaton Corp plc	562	$239,479

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$317,904	4,440	—	Shares	Sole	2026-07-13
No filing history on record for this holder in this stock.