Position in OTIS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$15,322
-$11,270 QoQ
Shares Held
214
-38.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,047
of 1,211 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Meramec Financial Planners, LLC holds $635,129 across 12 Specialty Industrial Machinery names. OTIS ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
3,234 | $462,947 | |
| 2 | CMI |
Cummins Inc
|
72 | $51,351 | |
| 3 | ETN |
Eaton Corp plc
|
60 | $25,567 | |
| 4 | ITW |
Illinois Tool Works Inc
|
87 | $23,530 | |
| 5 | XYL |
Xylem Inc.
|
153 | $18,086 | |
| 6 | OTIS |
Otis Worldwide Corp
This page
|
214 | $15,322 | |
| 7 | IEX |
Idex Corp /De/
|
46 | $10,439 | |
| 8 | GGG |
Graco Inc
|
131 | $9,904 |
All Filings in OTIS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,322 | 214 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $26,592 | 345 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $30,135 | 345 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||