Position in OTIS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$531,415
+$57,990 QoQ
Shares Held
7,422
+20.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#618
of 1,211 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Soltis Investment Advisors LLC holds $19,402,985 across 10 Specialty Industrial Machinery names. OTIS ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
9,182 | $10,787,564 | |
| 2 | ETN |
Eaton Corp plc
|
9,340 | $3,979,960 | |
| 3 | CMI |
Cummins Inc
|
1,466 | $1,045,565 | |
| 4 | EMR |
Emerson Electric Co
|
6,404 | $916,732 | |
| 5 | PH |
Parker-Hannifin Corp
|
840 | $821,620 | |
| 6 | OTIS |
Otis Worldwide Corp
This page
|
7,422 | $531,415 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,837 | $496,853 | |
| 8 | ROK |
Rockwell Automation, Inc
|
767 | $379,726 |
All Filings in OTIS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,415 | 7,422 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $473,425 | 6,142 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $558,515 | 6,394 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $540,808 | 5,915 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $608,873 | 6,149 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $656,145 | 6,358 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $562,420 | 6,073 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $633,202 | 6,092 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $586,030 | 6,088 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $589,266 | 5,936 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $529,215 | 5,915 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $470,696 | 5,861 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $524,268 | 5,890 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $495,174 | 5,867 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $458,505 | 5,855 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $373,166 | 5,849 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $210,525 | 2,979 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $234,620 | 3,049 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $274,879 | 3,157 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $255,561 | 3,106 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $252,914 | 3,093 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $209,251 | 3,057 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $209,269 | 3,098 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||