Position in OTIS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$16,969
+$1,399 QoQ
Shares Held
237
+17.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,041
of 1,211 holders
Holding Since
Mar 2023
10 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, 2026HIGHLINE WEALTH PARTNERS LLC holds $3,850,710 across 27 Specialty Industrial Machinery names. OTIS ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
4,668 | $1,989,128 | |
| 2 | GEV |
GE Vernova Inc.
|
715 | $840,024 | |
| 3 | AME |
Ametek Inc/
|
3,420 | $827,434 | |
| 4 | ITW |
Illinois Tool Works Inc
|
138 | $37,324 | |
| 5 | PH |
Parker-Hannifin Corp
|
24 | $23,474 | |
| 6 | EMR |
Emerson Electric Co
|
155 | $22,188 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
237 | $16,969 | |
| 8 | AOS |
Smith A O Corp
|
178 | $11,164 |
All Filings in OTIS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,969 | 237 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $15,570 | 202 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $15,373 | 176 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $16,640 | 182 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $891 | 9 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,715 | 36 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,167 | 45 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $3,118 | 30 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $288 | 3 | Shares | Sole | 2024-10-28 | |
| 2023-03-31 | $1,097 | 13 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||