Roehl & Yi Investment Advisors, LLC

Position in OTIS — Otis Worldwide Corp

CIK 2097566 Eugene, OR

Position in OTIS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$204,990

-$15,381 QoQ

Shares Held

2,863

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#855

of 1,211 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Roehl & Yi Investment Advisors, LLC holds $1,231,249 across 5 Specialty Industrial Machinery names. OTIS ranks #4 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	316	$371,255
2	AME	Ametek Inc/	1,369	$331,215
3	EMR	Emerson Electric Co	1,680	$240,492
4	OTIS	Otis Worldwide Corp This page	2,863	$204,990
5	CMI	Cummins Inc	42,701	$83,297

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$204,990	2,863	+0.1%	Shares	Sole	2026-08-14
2026-03-31	$220,371	2,859	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.