Allied Investment Advisors, LLC

Position in OTIS — Otis Worldwide Corp

CIK 1729869 BILLINGS, MT

Position in OTIS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$10,778,306

+$528,362 QoQ

Shares Held

150,535

+13.2% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

1.91%

of 13F equity value

Holder Rank

#171

of 1,211 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Allied Investment Advisors, LLC holds $14,750,036 across 4 Specialty Industrial Machinery names. OTIS ranks #1 (73.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OTIS	Otis Worldwide Corp This page	150,535	$10,778,306
2	EMR	Emerson Electric Co	24,226	$3,467,951
3	CMI	Cummins Inc	413	$294,555
4	ETN	Eaton Corp plc	491	$209,224

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,778,306	150,535	+13.2%	Shares	Sole	2026-07-20
2026-03-31	$10,249,944	132,978	+6.8%	Shares	Sole	2026-04-27
2025-12-31	$10,873,153	124,478	+4.8%	Shares	Sole	2026-02-09
2025-09-30	$10,858,318	118,761	+6.0%	Shares	Sole	2025-11-04
2025-06-30	$11,089,348	111,991	+2.4%	Shares	Sole	2025-07-31
2025-03-31	$11,282,856	109,330	+6.0%	Shares	Sole	2025-04-08
2024-12-31	$9,548,091	103,100	-0.4%	Shares	Sole	2025-01-31
2024-09-30	$10,757,790	103,500	+1.5%	Shares	Sole	2024-10-04
2024-06-30	$9,813,803	101,951	+1.6%	Shares	Sole	2024-07-12
2024-03-31	$9,960,652	100,339	+2.5%	Shares	Sole	2024-04-11
2023-12-31	$8,761,349	97,925	+1.4%	Shares	Sole	2024-01-10
2023-09-30	$7,758,508	96,607	+1.2%	Shares	Sole	2023-10-05
2023-06-30	$8,497,962	95,472	+5.2%	Shares	Sole	2023-07-11
2023-03-31	$7,656,936	90,722	+3.0%	Shares	Sole	2023-04-18
2022-12-31	$6,896,918	88,072	+5.7%	Shares	Sole	2023-01-13
2022-09-30	$5,316,262	83,327	+3.7%	Shares	Sole	2022-10-13
2022-06-30	$5,677,486	80,338	+5.0%	Shares	Sole	2022-07-13
2022-03-31	$5,886,828	76,502	+8.3%	Shares	Sole	2022-04-11
2021-12-31	$6,152,017	70,656	+2.0%	Shares	Sole	2022-01-20
2021-09-30	$5,697,725	69,248	-0.5%	Shares	Sole	2021-10-13
2021-06-30	$5,691,519	69,604	+10.9%	Shares	Sole	2021-07-16
2021-03-31	$4,297,564	62,784	+8.3%	Shares	Sole	2021-04-20
2020-12-31	$3,916,616	57,981	+10.5%	Shares	Sole	2021-01-19
2020-09-30	$3,275,302	52,472	+6.6%	Shares	Sole	2020-10-13
2020-06-30	$2,797,739	49,204	—	Shares	Sole	2020-07-10
No filing history on record for this holder in this stock.