Position in OTIS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,166,759
-$40,889 QoQ
Shares Held
30,262
+5.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#377
of 1,211 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026HOHIMER WEALTH MANAGEMENT, LLC holds $15,051,162 across 11 Specialty Industrial Machinery names. OTIS ranks #4 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
9,859 | $4,201,117 | |
| 2 | CMI |
Cummins Inc
|
4,549 | $3,244,392 | |
| 3 | EMR |
Emerson Electric Co
|
19,965 | $2,857,989 | |
| 4 | OTIS |
Otis Worldwide Corp
This page
|
30,262 | $2,166,759 | |
| 5 | AME |
Ametek Inc/
|
3,038 | $735,013 | |
| 6 | GEV |
GE Vernova Inc.
|
580 | $681,418 | |
| 7 | FELE |
Franklin Electric Co Inc
|
2,359 | $252,861 | |
| 8 | JBTM |
JBT MAREL Corp
|
1,727 | $250,415 |
All Filings in OTIS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,166,759 | 30,262 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,207,648 | 28,641 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||