Position in OTIS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$118,712
-$13,326 QoQ
Shares Held
1,658
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#894
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, 2026Ares Financial Consulting, LLC holds $535,947 across 21 Specialty Industrial Machinery names. OTIS ranks #1 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OTIS |
Otis Worldwide Corp
This page
|
1,658 | $118,712 | |
| 2 | GEV |
GE Vernova Inc.
|
63 | $74,016 | |
| 3 | ETN |
Eaton Corp plc
|
140 | $59,656 | |
| 4 | RRX |
Regal Rexnord Corp
|
190 | $45,256 | |
| 5 | CMI |
Cummins Inc
|
56 | $39,939 | |
| 6 | IEX |
Idex Corp /De/
|
156 | $35,404 | |
| 7 | ITW |
Illinois Tool Works Inc
|
128 | $34,620 | |
| 8 | EMR |
Emerson Electric Co
|
239 | $34,212 |
All Filings in OTIS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,712 | 1,658 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $132,038 | 1,713 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $142,642 | 1,633 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||