Position in OTIS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$37,661
-$10,282 QoQ
Shares Held
526
-15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#981
of 1,211 holders
Holding Since
Dec 2025
3 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, 2026Basepoint Wealth LLC holds $1,677,841 across 12 Specialty Industrial Machinery names. OTIS ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
493 | $579,205 | |
| 2 | ROK |
Rockwell Automation, Inc
|
820 | $405,965 | |
| 3 | CMI |
Cummins Inc
|
428 | $305,253 | |
| 4 | CR |
Crane Co
|
369 | $82,312 | |
| 5 | ETN |
Eaton Corp plc
|
184 | $78,406 | |
| 6 | EMR |
Emerson Electric Co
|
492 | $70,429 | |
| 7 | CXT |
Crane NXT, Co.
|
960 | $49,113 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
526 | $37,661 |
All Filings in OTIS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,661 | 526 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $47,943 | 622 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $52,497 | 601 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||