Position in OTIS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$24,916
-$1,445 QoQ
Shares Held
348
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,020
of 1,211 holders
Holding Since
Dec 2023
11 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, 2026American Capital Advisory, LLC holds $324,203 across 21 Specialty Industrial Machinery names. OTIS ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
543 | $146,865 | |
| 2 | DOV |
DOVER Corp
|
141 | $31,623 | |
| 3 | GEV |
GE Vernova Inc.
|
26 | $30,546 | |
| 4 | OTIS |
Otis Worldwide Corp
This page
|
348 | $24,916 | |
| 5 | EMR |
Emerson Electric Co
|
143 | $20,470 | |
| 6 | CMI |
Cummins Inc
|
28 | $19,969 | |
| 7 | ETN |
Eaton Corp plc
|
43 | $18,323 | |
| 8 | XYL |
Xylem Inc.
|
106 | $12,530 |
All Filings in OTIS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,916 | 348 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $26,361 | 342 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $29,873 | 342 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $31,634 | 346 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $34,557 | 349 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $35,088 | 340 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $31,116 | 336 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $34,923 | 336 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $32,343 | 336 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $33,354 | 336 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $30,061 | 336 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||