Position in OTIS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,848,250
+$3,857,850 QoQ
Shares Held
67,713
+427.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#260
of 1,211 holders
Holding Since
Jun 2020
24 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, 2026IEQ CAPITAL, LLC holds $197,343,062 across 22 Specialty Industrial Machinery names. OTIS ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
81,722 | $96,011,908 | |
| 2 | CMI |
Cummins Inc
|
63,535 | $45,313,797 | |
| 3 | AME |
Ametek Inc/
|
48,110 | $11,639,733 | |
| 4 | CR |
Crane Co
|
37,101 | $8,276,120 | |
| 5 | ITT |
Itt Inc.
|
34,958 | $6,913,294 | |
| 6 | PH |
Parker-Hannifin Corp
|
6,122 | $5,988,050 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
67,713 | $4,848,250 | |
| 8 | GNRC |
Generac Holdings Inc.
|
14,962 | $4,381,023 |
All Filings in OTIS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,848,250 | 67,713 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $990,400 | 12,849 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $7,845,514 | 89,817 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,834,666 | 74,753 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,733,645 | 27,607 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $644,689 | 6,247 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $549,454 | 5,933 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,713,450 | 16,485 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,475,087 | 15,324 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,410,725 | 14,211 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $1,158,904 | 12,953 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $917,702 | 11,427 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $801,000 | 8,999 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $982,921 | 11,646 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $636,894 | 8,133 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $641,126 | 10,049 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $719,279 | 10,178 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $1,041,748 | 13,538 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,214,625 | 13,950 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $1,115,633 | 13,559 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,035,943 | 12,669 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $605,645 | 8,848 | Shares | Sole | 2021-05-04 | |
| 2020-09-30 | $549,982 | 8,811 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $514,981 | 9,057 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||