Position in OTIS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$511,008
+$63,405 QoQ
Shares Held
7,137
+22.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#625
of 1,211 holders
Holding Since
Jun 2020
25 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, 2026Optas, LLC holds $8,352,856 across 11 Specialty Industrial Machinery names. OTIS ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,410 | $2,831,411 | |
| 2 | ITW |
Illinois Tool Works Inc
|
5,035 | $1,361,816 | |
| 3 | CMI |
Cummins Inc
|
1,229 | $876,534 | |
| 4 | EMR |
Emerson Electric Co
|
3,857 | $552,129 | |
| 5 | ETN |
Eaton Corp plc
|
1,228 | $523,274 | |
| 6 | OTIS |
Otis Worldwide Corp
This page
|
7,137 | $511,008 | |
| 7 | MIDD |
MIDDLEBY Corp
|
2,973 | $411,447 | |
| 8 | PH |
Parker-Hannifin Corp
|
412 | $402,984 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,008 | 7,137 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $447,603 | 5,807 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $450,113 | 5,153 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $448,189 | 4,902 | Shares | Other | 2025-10-15 | |
| 2025-06-30 | $585,405 | 5,912 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $718,168 | 6,959 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $545,378 | 5,889 | Shares | Other | 2025-01-24 | |
| 2024-09-30 | $573,956 | 5,522 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $520,187 | 5,404 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $513,026 | 5,168 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $453,432 | 5,068 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $600,878 | 7,482 | Shares | Other | 2023-10-31 | |
| 2023-06-30 | $655,022 | 7,359 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $612,320 | 7,255 | Shares | Other | 2023-04-18 | |
| 2022-12-31 | $557,408 | 7,118 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $411,827 | 6,455 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $452,003 | 6,396 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $485,475 | 6,309 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $548,104 | 6,295 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $371,492 | 4,515 | Shares | Other | 2021-10-14 | |
| 2021-06-30 | $369,026 | 4,513 | Shares | Other | 2021-07-27 | |
| 2021-03-31 | $307,476 | 4,492 | Shares | Other | 2021-04-19 | |
| 2020-12-31 | $301,474 | 4,463 | Shares | Other | 2021-01-27 | |
| 2020-09-30 | $556,344 | 8,913 | Shares | Other | 2020-10-23 | |
| 2020-06-30 | $226,359 | 3,981 | Shares | Other | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||