Position in OTIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$728,458
-$278,515 QoQ
Shares Held
10,174
-22.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#552
of 1,216 holders
Holding Since
Jun 2020
25 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, 2026Larson Financial Group LLC holds $39,876,848 across 48 Specialty Industrial Machinery names. OTIS ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
9,711 | $9,498,523 | |
| 2 | GEV |
GE Vernova Inc.
|
7,438 | $8,738,608 | |
| 3 | ETN |
Eaton Corp plc
|
18,298 | $7,797,143 | |
| 4 | CMI |
Cummins Inc
|
10,708 | $7,637,052 | |
| 5 | EMR |
Emerson Electric Co
|
8,418 | $1,205,036 | |
| 6 | ITW |
Illinois Tool Works Inc
|
2,915 | $788,420 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
10,174 | $728,458 | |
| 8 | AOS |
Smith A O Corp
|
9,193 | $576,584 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $728,458 | 10,174 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,006,973 | 13,064 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $761,080 | 8,713 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $691,119 | 7,559 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $708,389 | 7,154 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $671,522 | 6,507 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $626,321 | 6,763 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $664,696 | 6,395 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $400,922 | 4,165 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $384,869 | 3,877 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $156,840 | 1,753 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $74,688 | 930 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,560 | 40 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,291 | 39 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,054 | 39 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,488 | 39 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,756 | 39 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,848 | 89 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $7,749 | 89 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $7,322 | 89 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $7,195 | 88 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,023 | 88 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $5,944 | 88 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $5,492 | 88 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $5,003 | 88 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||