Position in OTIS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$890,632
+$190,284 QoQ
Shares Held
12,439
+36.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#514
of 1,209 holders
Holding Since
Dec 2023
6 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, 2026Turtle Creek Wealth Advisors, LLC holds $26,212,415 across 12 Specialty Industrial Machinery names. OTIS ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
13,662 | $13,363,075 | |
| 2 | ETN |
Eaton Corp plc
|
13,030 | $5,552,343 | |
| 3 | GEV |
GE Vernova Inc.
|
1,629 | $1,913,846 | |
| 4 | CMI |
Cummins Inc
|
1,428 | $1,018,463 | |
| 5 | OTIS |
Otis Worldwide Corp
This page
|
12,439 | $890,632 | |
| 6 | EMR |
Emerson Electric Co
|
5,853 | $837,856 | |
| 7 | AME |
Ametek Inc/
|
3,070 | $742,755 | |
| 8 | ITW |
Illinois Tool Works Inc
|
2,336 | $631,817 |
All Filings in OTIS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $890,632 | 12,439 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $700,348 | 9,086 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $778,899 | 8,917 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $970,438 | 10,614 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,052,879 | 10,633 | Shares | Sole | 2025-07-28 | |
| 2023-12-31 | $28,183 | 315 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||