Vision Retirement, LLC

Pension

Position in OTIS — Otis Worldwide Corp

CIK 2069023 RIDGEWOOD, NJ

Position in OTIS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$27,064

-$1,995 QoQ

Shares Held

378

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,013

of 1,211 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Vision Retirement, LLC holds $2,357,560 across 6 Specialty Industrial Machinery names. OTIS ranks #3 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	1,633	$1,918,546
2	ETN	Eaton Corp plc	917	$390,752
3	OTIS	Otis Worldwide Corp This page	378	$27,064
4	DOV	DOVER Corp	42	$9,419
5	SMR	NUSCALE POWER Corp	911	$9,137
6	NNE	Nano Nuclear Energy Inc.	125	$2,642

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,064	378	+0.3%	Shares	Sole	2026-07-21
2026-03-31	$29,059	377	-11.9%	Shares	Sole	2026-05-07
2025-12-31	$37,385	428	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.