Position in OTIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$28,640
-$2,192 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,007
of 1,211 holders
Holding Since
Jun 2025
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, 2026Boreal Capital Management LLC holds $896,315 across 11 Specialty Industrial Machinery names. OTIS ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
629 | $738,986 | |
| 2 | ETN |
Eaton Corp plc
|
92 | $39,203 | |
| 3 | ITW |
Illinois Tool Works Inc
|
115 | $31,104 | |
| 4 | OTIS |
Otis Worldwide Corp
This page
|
400 | $28,640 | |
| 5 | MIDD |
MIDDLEBY Corp
|
123 | $17,028 | |
| 6 | CMI |
Cummins Inc
|
19 | $13,550 | |
| 7 | NDSN |
Nordson Corp
|
35 | $10,559 | |
| 8 | IR |
Ingersoll Rand Inc.
|
79 | $6,477 |
All Filings in OTIS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,640 | 400 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $30,832 | 400 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $34,940 | 400 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $36,572 | 400 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $44,559 | 450 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||