Position in OTIS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$133,892
+$101,488 QoQ
Shares Held
1,870
+495.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#886
of 1,211 holders
Holding Since
Mar 2024
6 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, 2026Continuum Advisory, LLC holds $3,784,771 across 27 Specialty Industrial Machinery names. OTIS ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,162 | $1,365,187 | |
| 2 | PH |
Parker-Hannifin Corp
|
695 | $679,793 | |
| 3 | ETN |
Eaton Corp plc
|
1,388 | $591,454 | |
| 4 | CMI |
Cummins Inc
|
569 | $405,816 | |
| 5 | ROK |
Rockwell Automation, Inc
|
315 | $155,950 | |
| 6 | OTIS |
Otis Worldwide Corp
This page
|
1,870 | $133,892 | |
| 7 | EMR |
Emerson Electric Co
|
921 | $131,841 | |
| 8 | XYL |
Xylem Inc.
|
580 | $68,561 |
All Filings in OTIS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,892 | 1,870 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $32,404 | 314 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $35,562 | 384 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $39,601 | 381 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $36,386 | 378 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $37,524 | 378 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||