CBIZ Investment Advisory Services, LLC
Position in OTIS — Otis Worldwide Corp
CIK 1795934
INDEPENDENCE, OH
Position in OTIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,160
-$548 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,102
of 1,211 holders
Holding Since
Mar 2025
5 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, 2026CBIZ Investment Advisory Services, LLC holds $236,225 across 11 Specialty Industrial Machinery names. OTIS ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
322 | $87,091 | |
| 2 | CMI |
Cummins Inc
|
71 | $50,637 | |
| 3 | ETN |
Eaton Corp plc
|
80 | $34,089 | |
| 4 | GEV |
GE Vernova Inc.
|
22 | $25,846 | |
| 5 | SXI |
Standex International Corp/De/
|
32 | $11,445 | |
| 6 | EMR |
Emerson Electric Co
|
51 | $7,300 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
100 | $7,160 | |
| 8 | NDSN |
Nordson Corp
|
18 | $5,430 |
All Filings in OTIS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,160 | 100 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,708 | 100 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,735 | 100 | Shares | Sole | 2026-02-09 | |
| 2025-06-30 | $891 | 9 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $516 | 5 | Shares | Sole | 2025-06-03 | |
| No filing history on record for this holder in this stock. | ||||||