Position in OTIS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$142,411
+$137,170 QoQ
Shares Held
1,989
+3215.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#881
of 1,211 holders
Holding Since
Sep 2024
7 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, 2026Cape Investment Advisory, Inc. holds $1,437,927 across 15 Specialty Industrial Machinery names. OTIS ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
533 | $626,199 | |
| 2 | ETN |
Eaton Corp plc
|
567 | $241,609 | |
| 3 | CMI |
Cummins Inc
|
304 | $216,815 | |
| 4 | OTIS |
Otis Worldwide Corp
This page
|
1,989 | $142,411 | |
| 5 | PH |
Parker-Hannifin Corp
|
80 | $78,249 | |
| 6 | ITT |
Itt Inc.
|
243 | $48,054 | |
| 7 | IR |
Ingersoll Rand Inc.
|
265 | $21,726 | |
| 8 | XYL |
Xylem Inc.
|
175 | $20,686 |
All Filings in OTIS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,411 | 1,989 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $5,241 | 60 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,485 | 60 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $5,941 | 60 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $6,192 | 60 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $5,741 | 62 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,390 | 23 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||