Position in OTIS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,618,231
-$222,054 QoQ
Shares Held
22,601
-5.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#413
of 1,211 holders
Holding Since
Dec 2020
23 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, 2026Venture Visionary Partners LLC holds $54,789,020 across 16 Specialty Industrial Machinery names. OTIS ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
17,652 | $20,738,628 | |
| 2 | CR |
Crane Co
|
63,216 | $14,101,593 | |
| 3 | ETN |
Eaton Corp plc
|
13,331 | $5,680,605 | |
| 4 | ROK |
Rockwell Automation, Inc
|
6,986 | $3,458,628 | |
| 5 | GNRC |
Generac Holdings Inc.
|
11,072 | $3,241,992 | |
| 6 | OTIS |
Otis Worldwide Corp
This page
|
22,601 | $1,618,231 | |
| 7 | PH |
Parker-Hannifin Corp
|
1,319 | $1,290,140 | |
| 8 | CMI |
Cummins Inc
|
1,238 | $882,953 |
All Filings in OTIS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,618,231 | 22,601 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,840,285 | 23,875 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,081,288 | 23,827 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,007,437 | 21,956 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $2,174,281 | 21,958 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,296,612 | 22,254 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,046,773 | 22,101 | Shares | Sole | 2025-07-14 | |
| 2024-09-30 | $2,285,432 | 21,988 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,133,699 | 22,166 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,199,723 | 22,159 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $485,016 | 5,421 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $434,316 | 5,408 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $487,774 | 5,480 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $693,683 | 8,219 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $749,818 | 9,575 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $631,173 | 9,893 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $699,067 | 9,892 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $765,190 | 9,944 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $878,362 | 10,088 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $830,863 | 10,098 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $448,835 | 5,489 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $384,825 | 5,622 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $344,910 | 5,106 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||