Investment Research & Advisory Group, Inc.

Position in OTIS — Otis Worldwide Corp

CIK 1802136 ATLANTA, GA

Back to OTIS Full portfolio

Position in OTIS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$20,764

-$1,589 QoQ

Shares Held

290

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,028

of 1,211 holders

Holding Since

Mar 2024

10 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, 2026

Investment Research & Advisory Group, Inc. holds $2,564,364 across 6 Specialty Industrial Machinery names. OTIS ranks #5 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	2,061	$2,421,386
2	ETN	Eaton Corp plc	100	$42,612
3	SMR	NUSCALE POWER Corp	3,033	$30,420
4	EMR	Emerson Electric Co	201	$28,773
5	OTIS	Otis Worldwide Corp This page	290	$20,764
6	DOV	DOVER Corp	91	$20,409

All Filings in OTIS

Export CSV

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,764	290	0.0%	Shares	Sole	2026-07-23
2026-03-31	$22,353	290	0.0%	Shares	Sole	2026-04-20
2025-12-31	$25,331	290	-77.4%	Shares	Sole	2026-01-20
2025-09-30	$117,121	1,281	-93.9%	Shares	Sole	2025-10-22
2025-06-30	$2,071,300	20,918	+5.3%	Shares	Sole	2025-07-17
2025-03-31	$2,050,584	19,870	+17.8%	Shares	Sole	2025-04-21
2024-12-31	$1,562,515	16,872	+1.9%	Shares	Sole	2025-01-21
2024-09-30	$1,721,246	16,560	-9.8%	Shares	Sole	2024-10-23
2024-06-30	$1,768,103	18,368	+4.1%	Shares	Sole	2024-07-30
2024-03-31	$1,752,016	17,649	—	Shares	Sole	2024-04-17
No filing history on record for this holder in this stock.