Position in OTIS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$306,018
-$14,403 QoQ
Shares Held
4,274
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#757
of 1,211 holders
Holding Since
Dec 2025
3 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, 2026Apella Capital, LLC holds $11,834,505 across 8 Specialty Industrial Machinery names. OTIS ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
3,068 | $3,000,872 | |
| 2 | EMR |
Emerson Electric Co
|
16,398 | $2,347,373 | |
| 3 | GEV |
GE Vernova Inc.
|
1,870 | $2,196,988 | |
| 4 | ROK |
Rockwell Automation, Inc
|
3,261 | $1,614,455 | |
| 5 | CMI |
Cummins Inc
|
1,426 | $1,017,037 | |
| 6 | ETN |
Eaton Corp plc
|
2,250 | $958,770 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,453 | $392,992 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
4,274 | $306,018 |
All Filings in OTIS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,018 | 4,274 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $320,421 | 4,157 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $260,303 | 2,980 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||