Compass Wealth Management LLC

Position in OTIS — Otis Worldwide Corp

CIK 1965653 GUILFORD, CT

Position in OTIS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$554,255

-$315,701 QoQ

Shares Held

7,741

-18.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#609

of 1,211 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Compass Wealth Management LLC holds $6,404,873 across 8 Specialty Industrial Machinery names. OTIS ranks #3 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNR	PENTAIR plc	29,022	$2,224,826
2	EMR	Emerson Electric Co	12,918	$1,849,211
3	OTIS	Otis Worldwide Corp This page	7,741	$554,255
4	ETN	Eaton Corp plc	1,010	$430,381
5	DOV	DOVER Corp	1,897	$425,459
6	CMI	Cummins Inc	469	$334,495
7	PH	Parker-Hannifin Corp	300	$293,436
8	GNRC	Generac Holdings Inc.	1,000	$292,810

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$554,255	7,741	-18.6%	Shares	Sole	2026-08-10
2025-09-30	$869,956	9,515	0.0%	Shares	Sole	2025-11-07
2025-06-30	$942,175	9,515	-1.6%	Shares	Sole	2025-08-08
2025-03-31	$997,428	9,665	0.0%	Shares	Sole	2025-04-29
2024-12-31	$895,075	9,665	0.0%	Shares	Sole	2025-01-21
2024-09-30	$1,004,580	9,665	-4.4%	Shares	Sole	2024-10-16
2024-06-30	$972,996	10,108	0.0%	Shares	Sole	2024-07-16
2024-03-31	$1,003,421	10,108	-2.6%	Shares	Sole	2024-04-05
2023-12-31	$928,967	10,383	0.0%	Shares	Sole	2024-01-04
2023-09-30	$833,858	10,383	-6.3%	Shares	Sole	2023-10-25
2023-06-30	$986,497	11,083	-0.3%	Shares	Sole	2023-07-27
2023-03-31	$938,528	11,120	-3.5%	Shares	Sole	2023-05-15
2022-12-31	$902,131	11,520	—	Shares	Sole	2023-02-17
No filing history on record for this holder in this stock.