Position in OTIS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$740,773
-$1,969 QoQ
Shares Held
10,346
+7.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#544
of 1,211 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026DAYMARK WEALTH PARTNERS, LLC holds $74,634,431 across 15 Specialty Industrial Machinery names. OTIS ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
25,385 | $24,829,576 | |
| 2 | ETN |
Eaton Corp plc
|
39,834 | $16,974,064 | |
| 3 | GEV |
GE Vernova Inc.
|
10,143 | $11,916,604 | |
| 4 | EMR |
Emerson Electric Co
|
66,414 | $9,507,164 | |
| 5 | CMI |
Cummins Inc
|
6,819 | $4,863,378 | |
| 6 | ITW |
Illinois Tool Works Inc
|
7,844 | $2,121,566 | |
| 7 | ROK |
Rockwell Automation, Inc
|
2,258 | $1,117,890 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
10,346 | $740,773 |
All Filings in OTIS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $740,773 | 10,346 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $742,742 | 9,636 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $799,252 | 9,150 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $703,279 | 7,692 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $803,646 | 8,116 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $895,156 | 8,674 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $730,322 | 7,886 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $781,109 | 7,515 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $715,693 | 7,435 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $757,231 | 7,628 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $752,174 | 8,407 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $669,383 | 8,335 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $628,855 | 7,065 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $295,990 | 3,507 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $281,054 | 3,589 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||