Position in OTIS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$15,179
-$1,161 QoQ
Shares Held
212
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#478
of 581 holders
Holding Since
Dec 2023
11 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, 2026BIRCHBROOK, INC. holds $517,026 across 8 Specialty Industrial Machinery names. OTIS ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
800 | $216,376 | |
| 2 | GEV |
GE Vernova Inc.
|
174 | $204,425 | |
| 3 | SXI |
Standex International Corp/De/
|
150 | $53,650 | |
| 4 | ROK |
Rockwell Automation, Inc
|
50 | $24,754 | |
| 5 | OTIS |
Otis Worldwide Corp
This page
|
212 | $15,179 | |
| 6 | SMR |
NUSCALE POWER Corp
|
200 | $2,006 | |
| 7 | IEX |
Idex Corp /De/
|
2 | $453 | |
| 8 | XE |
X-Energy, Inc.
|
10 | $183 |
All Filings in OTIS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,179 | 212 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $16,340 | 212 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $18,518 | 212 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $19,383 | 212 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $20,992 | 212 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $21,878 | 212 | Shares | Sole | 2025-06-10 | |
| 2024-12-31 | $19,632 | 212 | Shares | Sole | 2025-06-10 | |
| 2024-09-30 | $22,035 | 212 | Shares | Sole | 2025-06-10 | |
| 2024-06-30 | $20,407 | 212 | Shares | Sole | 2025-06-10 | |
| 2024-03-31 | $21,044 | 212 | Shares | Sole | 2025-06-10 | |
| 2023-12-31 | $18,967 | 212 | Shares | Sole | 2025-06-10 | |
| No filing history on record for this holder in this stock. | ||||||