Position in OTIS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$127,018
-$9,953 QoQ
Shares Held
1,774
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#890
of 1,211 holders
Holding Since
Jun 2023
4 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, 2026Cassaday & Co Wealth Management LLC holds $5,240,685 across 21 Specialty Industrial Machinery names. OTIS ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
5,906 | $2,516,664 | |
| 2 | GEV |
GE Vernova Inc.
|
1,134 | $1,332,291 | |
| 3 | CMI |
Cummins Inc
|
533 | $380,140 | |
| 4 | EMR |
Emerson Electric Co
|
1,550 | $221,882 | |
| 5 | GRC |
Gorman Rupp Co
|
2,415 | $221,552 | |
| 6 | OTIS |
Otis Worldwide Corp
This page
|
1,774 | $127,018 | |
| 7 | ITW |
Illinois Tool Works Inc
|
372 | $100,614 | |
| 8 | MIDD |
MIDDLEBY Corp
|
630 | $87,209 |
All Filings in OTIS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,018 | 1,774 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $136,971 | 1,777 | Shares | Sole | 2026-05-07 | |
| 2024-09-30 | $205,489 | 1,977 | Shares | Sole | 2024-11-07 | |
| 2023-06-30 | $203,565 | 2,287 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||