Position in OTIS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$385,566
-$3,623,210 QoQ
Shares Held
5,385
-89.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#696
of 1,211 holders
Holding Since
Mar 2025
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, 2026SPIREPOINT PRIVATE CLIENT, LLC holds $12,568,876 across 11 Specialty Industrial Machinery names. OTIS ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
22,175 | $3,174,351 | |
| 2 | ITW |
Illinois Tool Works Inc
|
8,080 | $2,185,397 | |
| 3 | ROK |
Rockwell Automation, Inc
|
3,940 | $1,950,615 | |
| 4 | ETN |
Eaton Corp plc
|
4,101 | $1,747,518 | |
| 5 | AME |
Ametek Inc/
|
4,937 | $1,194,457 | |
| 6 | GEV |
GE Vernova Inc.
|
484 | $568,632 | |
| 7 | PH |
Parker-Hannifin Corp
|
414 | $404,941 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
5,385 | $385,566 |
All Filings in OTIS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,566 | 5,385 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,008,776 | 52,008 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,864,626 | 44,243 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,944,473 | 43,142 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,854,947 | 38,931 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,870,412 | 37,504 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||