Position in OTIS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$243,010
-$18,599 QoQ
Shares Held
3,394
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#811
of 1,211 holders
Holding Since
Jun 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, 2026Great Diamond Partners, LLC holds $10,240,693 across 8 Specialty Industrial Machinery names. OTIS ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
4,066 | $3,977,035 | |
| 2 | CMI |
Cummins Inc
|
4,523 | $3,225,848 | |
| 3 | ETN |
Eaton Corp plc
|
2,193 | $934,481 | |
| 4 | EMR |
Emerson Electric Co
|
4,429 | $634,011 | |
| 5 | GEV |
GE Vernova Inc.
|
426 | $500,490 | |
| 6 | ROK |
Rockwell Automation, Inc
|
904 | $447,552 | |
| 7 | XYL |
Xylem Inc.
|
2,354 | $278,266 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
3,394 | $243,010 |
All Filings in OTIS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,010 | 3,394 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $261,609 | 3,394 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $301,095 | 3,447 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $315,159 | 3,447 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $311,615 | 3,147 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||