Strategic Investment Advisors / MI
Position in OTIS — Otis Worldwide Corp
CIK 1760540
FARMINGTON HILLS, MI
Position in OTIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$106,898
-$17,277 QoQ
Shares Held
1,493
-7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#906
of 1,211 holders
Holding Since
Mar 2026
2 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, 2026Strategic Investment Advisors / MI holds $2,765,975 across 7 Specialty Industrial Machinery names. OTIS ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
1,242 | $1,214,825 | |
| 2 | ETN |
Eaton Corp plc
|
1,163 | $495,577 | |
| 3 | GEV |
GE Vernova Inc.
|
375 | $440,572 | |
| 4 | ITT |
Itt Inc.
|
1,086 | $214,767 | |
| 5 | EMR |
Emerson Electric Co
|
1,105 | $158,180 | |
| 6 | ROK |
Rockwell Automation, Inc
|
273 | $135,156 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
1,493 | $106,898 |
All Filings in OTIS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,898 | 1,493 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $124,175 | 1,611 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||