Valeo Financial Advisors, LLC

Position in OTIS — Otis Worldwide Corp

CIK 1722641 CARMEL, IN

Position in OTIS

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$311,961

+$50,044 QoQ

Shares Held

4,357

+28.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#216

of 424 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $23,872,183 across 12 Specialty Industrial Machinery names. OTIS ranks #8 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc	9,610	$6,853,948
2	GEV	GE Vernova Inc.	5,496	$6,457,030
3	ETN	Eaton Corp plc	9,793	$4,172,993
4	ITW	Illinois Tool Works Inc	6,650	$1,798,625
5	EMR	Emerson Electric Co	9,488	$1,358,207
6	PH	Parker-Hannifin Corp	1,233	$1,206,021
7	ROK	Rockwell Automation, Inc	2,097	$1,038,182
8	OTIS	Otis Worldwide Corp This page	4,357	$311,961

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,961	4,357	+28.2%	Shares	Sole	2026-07-08
2026-03-31	$261,917	3,398	-27.9%	Shares	Sole	2026-05-08
2025-12-31	$411,767	4,714	+3.9%	Shares	Sole	2026-02-04
2025-09-30	$414,635	4,535	-1.0%	Shares	Sole	2025-11-03
2025-06-30	$453,808	4,583	+0.7%	Shares	Sole	2025-09-12
2025-03-31	$469,560	4,550	+1.5%	Shares	Sole	2025-04-30
2024-12-31	$415,170	4,483	-4.9%	Shares	Sole	2025-01-30
2024-09-30	$490,181	4,716	-0.3%	Shares	Sole	2024-10-10
2024-06-30	$455,502	4,732	-2.0%	Shares	Sole	2024-07-10
2024-03-31	$479,176	4,827	-1.1%	Shares	Sole	2024-04-25
2023-12-31	$436,613	4,880	+11.3%	Shares	Sole	2024-01-29
2023-09-30	$352,079	4,384	-7.5%	Shares	Sole	2023-10-20
2023-06-30	$421,640	4,737	+7.1%	Shares	Sole	2023-07-14
2023-03-31	$373,216	4,422	0.0%	Shares	Sole	2023-04-17
2022-12-31	$346,286	4,422	+25.9%	Shares	Sole	2023-02-09
2022-09-30	$224,001	3,511	-0.3%	Shares	Sole	2022-10-31
2022-06-30	$248,970	3,523	-3.1%	Shares	Sole	2022-08-03
2022-03-31	$279,636	3,634	-1.1%	Shares	Sole	2022-04-28
2021-12-31	$319,982	3,675	-16.5%	Shares	Sole	2022-01-07
2021-09-30	$362,278	4,403	-1.7%	Shares	Sole	2021-11-02
2021-06-30	$366,329	4,480	-4.6%	Shares	Sole	2021-07-22
2021-03-31	$321,304	4,694	-16.5%	Shares	Sole	2021-04-12
2020-12-31	$379,901	5,624	-6.0%	Shares	Sole	2021-02-11
2020-09-30	$373,271	5,980	-23.8%	Shares	Sole	2020-10-28
2020-06-30	$446,351	7,850	-50.7%	Shares	Sole	2020-07-20
2020-03-31	$795,550	15,911	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.