Position in OTIS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$50,692
-$3,495 QoQ
Shares Held
708
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#956
of 1,211 holders
Holding Since
Dec 2024
5 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, 2026Financial Life Planners holds $776,531 across 7 Specialty Industrial Machinery names. OTIS ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
443 | $520,462 | |
| 2 | PH |
Parker-Hannifin Corp
|
88 | $86,074 | |
| 3 | ETN |
Eaton Corp plc
|
181 | $77,127 | |
| 4 | OTIS |
Otis Worldwide Corp
This page
|
708 | $50,692 | |
| 5 | DOV |
DOVER Corp
|
151 | $33,866 | |
| 6 | RR |
Richtech Robotics Inc.
|
3,000 | $6,330 | |
| 7 | ROK |
Rockwell Automation, Inc
|
4 | $1,980 |
All Filings in OTIS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,692 | 708 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $54,187 | 703 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $123,887 | 1,355 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $138,494 | 1,342 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $123,819 | 1,337 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||