Position in OTIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,817,497
-$144,183 QoQ
Shares Held
53,317
+3.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#296
of 1,211 holders
Holding Since
Jun 2022
17 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, 2026Lifeworks Advisors, LLC holds $25,405,396 across 7 Specialty Industrial Machinery names. OTIS ranks #4 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
12,230 | $8,722,558 | |
| 2 | ITW |
Illinois Tool Works Inc
|
21,587 | $5,838,635 | |
| 3 | PNR |
PENTAIR plc
|
50,229 | $3,850,555 | |
| 4 | OTIS |
Otis Worldwide Corp
This page
|
53,317 | $3,817,497 | |
| 5 | GEV |
GE Vernova Inc.
|
1,951 | $2,292,151 | |
| 6 | ETN |
Eaton Corp plc
|
1,275 | $543,303 | |
| 7 | EMR |
Emerson Electric Co
|
2,380 | $340,697 |
All Filings in OTIS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,817,497 | 53,317 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,961,680 | 51,397 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,354,746 | 49,854 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,300,227 | 47,033 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,797,419 | 48,449 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,791,068 | 56,115 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,909,256 | 53,010 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,573,879 | 44,005 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,643,729 | 37,853 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,747,137 | 57,894 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,648,145 | 51,952 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,879,936 | 48,312 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,449,965 | 49,994 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,022,082 | 47,655 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,903,283 | 49,844 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,053,914 | 47,867 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $230,172 | 3,257 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||