Position in OTIS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,720
-$209 QoQ
Shares Held
38
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,140
of 1,211 holders
Holding Since
Sep 2020
13 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, 2026Fortis Group Advisors, LLC holds $377,677 across 12 Specialty Industrial Machinery names. OTIS ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
882 | $258,258 | |
| 2 | GEV |
GE Vernova Inc.
|
68 | $79,890 | |
| 3 | PH |
Parker-Hannifin Corp
|
12 | $11,737 | |
| 4 | CMI |
Cummins Inc
|
16 | $11,411 | |
| 5 | EMR |
Emerson Electric Co
|
32 | $4,580 | |
| 6 | DCI |
DONALDSON Co INC
|
34 | $3,052 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
38 | $2,720 | |
| 8 | TNC |
Tennant Co
|
29 | $2,538 |
All Filings in OTIS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,720 | 38 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,929 | 38 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,319 | 38 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,474 | 38 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,762 | 38 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,921 | 38 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,519 | 38 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,949 | 38 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,657 | 38 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,772 | 38 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,798 | 76 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $3,051 | 38 | Shares | Sole | 2023-12-01 | |
| 2020-09-30 | $2,371 | 38 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||