Position in OTIS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$29,069
-$225,295 QoQ
Shares Held
406
-87.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,002
of 1,211 holders
Holding Since
Dec 2020
22 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, 2026Addison Advisors LLC holds $889,932 across 16 Specialty Industrial Machinery names. OTIS ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
437 | $513,413 | |
| 2 | ROK |
Rockwell Automation, Inc
|
291 | $144,068 | |
| 3 | EMR |
Emerson Electric Co
|
515 | $73,722 | |
| 4 | AOS |
Smith A O Corp
|
681 | $42,711 | |
| 5 | OTIS |
Otis Worldwide Corp
This page
|
406 | $29,069 | |
| 6 | XYL |
Xylem Inc.
|
181 | $21,395 | |
| 7 | NDSN |
Nordson Corp
|
51 | $15,385 | |
| 8 | RRX |
Regal Rexnord Corp
|
62 | $14,767 |
All Filings in OTIS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,069 | 406 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $254,364 | 3,300 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $302,230 | 3,460 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $317,901 | 3,477 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $345,975 | 3,494 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $358,103 | 3,470 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $320,892 | 3,465 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $360,255 | 3,466 | Shares | Other | 2024-11-04 | |
| 2024-06-30 | $333,347 | 3,463 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $339,602 | 3,421 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $310,817 | 3,474 | Shares | Other | 2024-02-02 | |
| 2023-09-30 | $227,517 | 2,833 | Shares | Other | 2023-11-07 | |
| 2023-06-30 | $244,064 | 2,742 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $233,112 | 2,762 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $208,069 | 2,657 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $149,292 | 2,340 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $87,348 | 1,236 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $146,743 | 1,907 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $79,320 | 911 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $33,076 | 402 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $32,544 | 398 | Shares | Sole | 2021-07-29 | |
| 2020-12-31 | $26,884 | 398 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||