New England Capital Financial Advisors LLC
Position in OTIS — Otis Worldwide Corp
CIK 1964652
MERIDEN, CT
Position in OTIS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$182,078
-$13,165 QoQ
Shares Held
2,543
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#869
of 1,211 holders
Holding Since
Dec 2022
15 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, 2026New England Capital Financial Advisors LLC holds $1,032,913 across 10 Specialty Industrial Machinery names. OTIS ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
279 | $327,785 | |
| 2 | OTIS |
Otis Worldwide Corp
This page
|
2,543 | $182,078 | |
| 3 | CR |
Crane Co
|
567 | $126,480 | |
| 4 | ROK |
Rockwell Automation, Inc
|
240 | $118,819 | |
| 5 | IR |
Ingersoll Rand Inc.
|
1,144 | $93,796 | |
| 6 | ETN |
Eaton Corp plc
|
167 | $71,162 | |
| 7 | PH |
Parker-Hannifin Corp
|
49 | $47,927 | |
| 8 | CXT |
Crane NXT, Co.
|
641 | $32,793 |
All Filings in OTIS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $182,078 | 2,543 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $195,243 | 2,533 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $230,341 | 2,637 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $240,278 | 2,628 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $276,562 | 2,793 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $287,412 | 2,785 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $270,699 | 2,923 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $306,934 | 2,953 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $283,485 | 2,945 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $291,555 | 2,937 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $262,147 | 2,930 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $234,665 | 2,922 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $268,632 | 3,018 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $257,673 | 3,053 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $238,532 | 3,046 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||