Systematic Alpha Investments, LLC

Position in OTIS — Otis Worldwide Corp

CIK 1806755 PRINCETON, NJ

Position in OTIS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,046,076

-$80,062 QoQ

Shares Held

14,610

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#483

of 1,211 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Systematic Alpha Investments, LLC holds $4,075,728 across 5 Specialty Industrial Machinery names. OTIS ranks #3 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	1,050	$1,233,603
2	PH	Parker-Hannifin Corp	1,120	$1,095,494
3	OTIS	Otis Worldwide Corp This page	14,610	$1,046,076
4	GHM	Graham Corp	3,300	$408,507
5	IR	Ingersoll Rand Inc.	3,562	$292,048

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,046,076	14,610	0.0%	Shares	Sole	2026-08-13
2026-03-31	$1,126,138	14,610	0.0%	Shares	Sole	2026-05-18
2025-12-31	$1,276,183	14,610	0.0%	Shares	Sole	2026-02-12
2025-09-30	$1,335,792	14,610	0.0%	Shares	Sole	2025-11-12
2025-06-30	$1,446,682	14,610	0.0%	Shares	Sole	2025-08-14
2025-03-31	$1,507,752	14,610	0.0%	Shares	Sole	2025-05-16
2024-12-31	$1,353,032	14,610	0.0%	Shares	Sole	2025-02-13
2024-09-30	$1,518,563	14,610	-21.5%	Shares	Sole	2024-11-13
2024-06-30	$1,791,398	18,610	0.0%	Shares	Sole	2024-08-12
2024-03-31	$1,847,414	18,610	0.0%	Shares	Sole	2024-05-13
2023-12-31	$1,665,036	18,610	0.0%	Shares	Sole	2024-02-13
2023-09-30	$1,494,569	18,610	0.0%	Shares	Sole	2023-11-13
2023-06-30	$1,656,476	18,610	0.0%	Shares	Sole	2023-08-08
2023-03-31	$1,570,684	18,610	+27.4%	Shares	Sole	2023-05-15
2022-12-31	$1,144,109	14,610	0.0%	Shares	Sole	2023-02-07
2022-09-30	$932,118	14,610	0.0%	Shares	Sole	2022-11-09
2022-06-30	$1,032,488	14,610	0.0%	Shares	Sole	2022-08-18
2022-03-31	$1,124,239	14,610	0.0%	Shares	Sole	2022-05-10
2021-12-31	$1,272,092	14,610	0.0%	Shares	Sole	2022-02-15
2021-09-30	$1,202,110	14,610	0.0%	Shares	Sole	2021-11-10
2021-06-30	$1,194,659	14,610	+16.4%	Shares	Sole	2021-08-12
2021-03-31	$859,047	12,550	—	Shares	Sole	2021-04-16
No filing history on record for this holder in this stock.