Position in OTIS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$12,243
-$18,629 QoQ
Shares Held
171
-45.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,063
of 1,211 holders
Holding Since
Mar 2024
2 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, 2026LifeSteps Financial, Inc. holds $2,330,648 across 11 Specialty Industrial Machinery names. OTIS ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
5,734 | $820,822 | |
| 2 | ITW |
Illinois Tool Works Inc
|
2,660 | $719,450 | |
| 3 | GEV |
GE Vernova Inc.
|
453 | $532,211 | |
| 4 | CMI |
Cummins Inc
|
243 | $173,310 | |
| 5 | ETN |
Eaton Corp plc
|
115 | $49,003 | |
| 6 | ROK |
Rockwell Automation, Inc
|
25 | $12,377 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
171 | $12,243 | |
| 8 | WTS |
Watts Water Technologies Inc
|
15 | $5,871 |
All Filings in OTIS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,243 | 171 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $30,872 | 311 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||