WD RUTHERFORD LLC

Position in OTIS — Otis Worldwide Corp

CIK 1841015 PORTLAND, OR

Position in OTIS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$439,767

-$1,253,295 QoQ

Shares Held

6,142

-72.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#663

of 1,211 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

WD RUTHERFORD LLC holds $13,288,443 across 3 Specialty Industrial Machinery names. OTIS ranks #3 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	5,661	$6,650,882
2	CMI	Cummins Inc	8,690	$6,197,794
3	OTIS	Otis Worldwide Corp This page	6,142	$439,767

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$439,767	6,142	-72.0%	Shares	Sole	2026-07-20
2026-03-31	$1,693,062	21,965	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.