Position in OTIS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$563,134
-$34,467 QoQ
Shares Held
7,865
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#604
of 1,211 holders
Holding Since
Jun 2020
23 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, 2026ICW Investment Advisors LLC holds $11,597,477 across 10 Specialty Industrial Machinery names. OTIS ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
9,558 | $2,585,152 | |
| 2 | DOV |
DOVER Corp
|
10,429 | $2,339,016 | |
| 3 | DCI |
DONALDSON Co INC
|
24,195 | $2,171,985 | |
| 4 | AME |
Ametek Inc/
|
7,951 | $1,923,664 | |
| 5 | OTIS |
Otis Worldwide Corp
This page
|
7,865 | $563,134 | |
| 6 | CMI |
Cummins Inc
|
767 | $547,032 | |
| 7 | ETN |
Eaton Corp plc
|
998 | $425,267 | |
| 8 | PH |
Parker-Hannifin Corp
|
431 | $421,569 |
All Filings in OTIS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $563,134 | 7,865 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $597,601 | 7,753 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $620,272 | 7,101 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $633,609 | 6,930 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $677,197 | 6,839 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $681,120 | 6,600 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $604,002 | 6,522 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $657,836 | 6,329 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $601,336 | 6,247 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $632,052 | 6,367 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $548,361 | 6,129 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $480,655 | 5,985 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $482,701 | 5,423 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $421,578 | 4,995 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $385,989 | 4,929 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $302,220 | 4,737 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $325,647 | 4,608 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $347,044 | 4,510 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $372,485 | 4,278 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $277,036 | 3,367 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $207,108 | 3,066 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $208,108 | 3,334 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $208,164 | 3,661 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||