Position in OTIS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$44,392
-$3,397 QoQ
Shares Held
620
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#969
of 1,211 holders
Holding Since
Sep 2023
12 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, 2026DHJJ Financial Advisors, Ltd. holds $517,372 across 7 Specialty Industrial Machinery names. OTIS ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
194 | $227,922 | |
| 2 | CMI |
Cummins Inc
|
131 | $93,430 | |
| 3 | PH |
Parker-Hannifin Corp
|
75 | $73,359 | |
| 4 | OTIS |
Otis Worldwide Corp
This page
|
620 | $44,392 | |
| 5 | GNRC |
Generac Holdings Inc.
|
131 | $38,358 | |
| 6 | MIDD |
MIDDLEBY Corp
|
220 | $30,445 | |
| 7 | ITW |
Illinois Tool Works Inc
|
35 | $9,466 |
All Filings in OTIS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,392 | 620 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $47,789 | 620 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $54,157 | 620 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $56,686 | 620 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $61,392 | 620 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,992 | 29 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $2,685 | 29 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,014 | 29 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,791 | 29 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,878 | 29 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $2,594 | 29 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,328 | 29 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||