Position in OTIS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,293
-$252 QoQ
Shares Held
46
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,134
of 1,211 holders
Holding Since
Mar 2023
14 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, 2026HOEY INVESTMENTS, INC holds $14,958,752 across 9 Specialty Industrial Machinery names. OTIS ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
9,595 | $11,272,781 | |
| 2 | CMI |
Cummins Inc
|
2,261 | $1,612,567 | |
| 3 | EMR |
Emerson Electric Co
|
8,852 | $1,267,163 | |
| 4 | ROK |
Rockwell Automation, Inc
|
1,354 | $670,338 | |
| 5 | ITW |
Illinois Tool Works Inc
|
350 | $94,664 | |
| 6 | ETN |
Eaton Corp plc
|
45 | $19,175 | |
| 7 | PH |
Parker-Hannifin Corp
|
19 | $18,584 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
46 | $3,293 |
All Filings in OTIS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,293 | 46 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,545 | 46 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,018 | 46 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,205 | 46 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,554 | 46 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,747 | 46 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,260 | 46 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,781 | 46 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,427 | 46 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,566 | 46 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,115 | 46 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,694 | 46 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $4,094 | 46 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $3,882 | 46 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||