Position in OTIS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$468,836
-$92,383 QoQ
Shares Held
6,548
-10.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#648
of 1,211 holders
Holding Since
Mar 2026
2 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, 2026Wellspring Financial Advisors, LLC holds $4,764,630 across 11 Specialty Industrial Machinery names. OTIS ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
781 | $917,565 | |
| 2 | RRX |
Regal Rexnord Corp
|
2,193 | $522,350 | |
| 3 | ETN |
Eaton Corp plc
|
1,108 | $472,140 | |
| 4 | OTIS |
Otis Worldwide Corp
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|
6,548 | $468,836 | |
| 5 | PH |
Parker-Hannifin Corp
|
459 | $448,957 | |
| 6 | GNRC |
Generac Holdings Inc.
|
1,533 | $448,877 | |
| 7 | DOV |
DOVER Corp
|
1,782 | $399,666 | |
| 8 | CMI |
Cummins Inc
|
485 | $345,906 |
All Filings in OTIS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,836 | 6,548 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $561,219 | 7,281 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||