Position in OTIS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$117,280
-$6,433 QoQ
Shares Held
1,638
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#895
of 1,211 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Crewe Advisors LLC holds $2,130,377 across 24 Specialty Industrial Machinery names. OTIS ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
558 | $655,571 | |
| 2 | CMI |
Cummins Inc
|
676 | $482,129 | |
| 3 | ETN |
Eaton Corp plc
|
610 | $259,933 | |
| 4 | MIDD |
MIDDLEBY Corp
|
883 | $122,127 | |
| 5 | OTIS |
Otis Worldwide Corp
This page
|
1,638 | $117,280 | |
| 6 | NDSN |
Nordson Corp
|
285 | $85,981 | |
| 7 | SYM |
Symbotic Inc.
|
1,900 | $85,405 | |
| 8 | ITW |
Illinois Tool Works Inc
|
305 | $82,493 |
All Filings in OTIS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,280 | 1,638 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $123,713 | 1,605 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $118,009 | 1,351 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $123,521 | 1,351 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $141,790 | 1,473 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $130,937 | 1,319 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $100,759 | 1,132 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $95,118 | 1,127 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $90,056 | 1,150 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $61,439 | 963 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $67,772 | 959 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $83,336 | 1,083 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $94,296 | 1,083 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $76,767 | 933 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $76,291 | 933 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $67,286 | 983 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $66,401 | 983 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $66,040 | 1,058 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $57,314 | 1,008 | Shares | Sole | 2020-07-24 | |
| No filing history on record for this holder in this stock. | ||||||