Position in OTIS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$279,096
-$21,978 QoQ
Shares Held
3,898
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#778
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, 2026Rialto Wealth Management, LLC holds $2,246,782 across 42 Specialty Industrial Machinery names. OTIS ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
744 | $874,095 | |
| 2 | ETN |
Eaton Corp plc
|
1,805 | $769,146 | |
| 3 | OTIS |
Otis Worldwide Corp
This page
|
3,898 | $279,096 | |
| 4 | CMI |
Cummins Inc
|
109 | $77,739 | |
| 5 | ITW |
Illinois Tool Works Inc
|
203 | $54,905 | |
| 6 | ITT |
Itt Inc.
|
214 | $42,320 | |
| 7 | PH |
Parker-Hannifin Corp
|
22 | $21,518 | |
| 8 | EMR |
Emerson Electric Co
|
115 | $16,462 |
All Filings in OTIS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,096 | 3,898 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $301,074 | 3,906 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $340,402 | 3,897 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $356,211 | 3,896 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $387,861 | 3,917 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $402,789 | 3,903 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $360,160 | 3,889 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||