Position in OTIS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$25,274
-$1,935 QoQ
Shares Held
353
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,018
of 1,211 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Derivatives in OTIS
reported options exposure · as of Dec 31, 2022CallValue
$76,430
CallShares
976
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Paladin Advisory Group, LLC holds $993,345 across 9 Specialty Industrial Machinery names. OTIS ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
663 | $282,517 | |
| 2 | ITW |
Illinois Tool Works Inc
|
882 | $238,554 | |
| 3 | PH |
Parker-Hannifin Corp
|
169 | $165,302 | |
| 4 | CMI |
Cummins Inc
|
158 | $112,687 | |
| 5 | IR |
Ingersoll Rand Inc.
|
1,035 | $84,859 | |
| 6 | DOV |
DOVER Corp
|
171 | $38,351 | |
| 7 | EMR |
Emerson Electric Co
|
192 | $27,484 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
353 | $25,274 |
All Filings in OTIS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,274 | 353 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $27,209 | 353 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $30,834 | 353 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $32,274 | 353 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $34,954 | 353 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $36,429 | 353 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $32,691 | 353 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $36,690 | 353 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $33,979 | 353 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $35,042 | 353 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $36,414 | 407 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $101,913 | 1,269 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $87,229 | 980 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $82,543 | 978 | Shares | Other | 2023-04-21 | |
| 2022-12-31 | $76,430 | 976 | Call | Other | 2023-01-11 | |
| 2022-09-30 | $62,141 | 974 | Call | Other | 2022-10-07 | |
| 2022-06-30 | $68,761 | 973 | Call | Other | 2022-07-06 | |
| 2022-03-31 | $74,718 | 971 | Shares | Other | 2022-04-15 | |
| 2021-12-31 | $102,916 | 1,182 | Call | Other | 2022-01-11 | |
| No filing history on record for this holder in this stock. | ||||||