Position in OTIS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$130,455
-$9,984 QoQ
Shares Held
1,822
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#888
of 1,211 holders
Holding Since
Dec 2023
11 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, 2026BROADWATER CAPITAL MANAGEMENT LLC holds $1,091,850 across 8 Specialty Industrial Machinery names. OTIS ranks #2 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DCI |
DONALDSON Co INC
|
7,100 | $637,367 | |
| 2 | OTIS |
Otis Worldwide Corp
This page
|
1,822 | $130,455 | |
| 3 | EMR |
Emerson Electric Co
|
800 | $114,520 | |
| 4 | GEV |
GE Vernova Inc.
|
96 | $112,786 | |
| 5 | DOV |
DOVER Corp
|
400 | $89,712 | |
| 6 | ETN |
Eaton Corp plc
|
8 | $3,408 | |
| 7 | GHM |
Graham Corp
|
16 | $1,980 | |
| 8 | ITW |
Illinois Tool Works Inc
|
6 | $1,622 |
All Filings in OTIS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,455 | 1,822 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $140,439 | 1,822 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $159,151 | 1,822 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $166,585 | 1,822 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 | $180,414 | 1,822 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $188,030 | 1,822 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $168,735 | 1,822 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $189,378 | 1,822 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $175,385 | 1,822 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $180,869 | 1,822 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $163,014 | 1,822 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||