Position in OTIS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,432
-$109 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,172
of 1,211 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $463,843 across 8 Specialty Industrial Machinery names. OTIS ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
189 | $222,048 | |
| 2 | EMR |
Emerson Electric Co
|
661 | $94,622 | |
| 3 | ROK |
Rockwell Automation, Inc
|
173 | $85,648 | |
| 4 | ITW |
Illinois Tool Works Inc
|
150 | $40,570 | |
| 5 | CMI |
Cummins Inc
|
15 | $10,698 | |
| 6 | XYL |
Xylem Inc.
|
50 | $5,910 | |
| 7 | DOV |
DOVER Corp
|
13 | $2,915 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
20 | $1,432 |
All Filings in OTIS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,432 | 20 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,541 | 20 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,747 | 20 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,828 | 20 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,980 | 20 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,064 | 20 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,852 | 20 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||