Position in OTIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$114,918
-$6,714 QoQ
Shares Held
1,605
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#900
of 1,211 holders
Holding Since
Dec 2025
3 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, 2026Basecamp Wealth Advisors LLC holds $3,719,277 across 31 Specialty Industrial Machinery names. OTIS ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
734 | $862,347 | |
| 2 | ITW |
Illinois Tool Works Inc
|
3,129 | $846,300 | |
| 3 | EMR |
Emerson Electric Co
|
3,675 | $526,076 | |
| 4 | ETN |
Eaton Corp plc
|
620 | $264,194 | |
| 5 | CMI |
Cummins Inc
|
358 | $255,329 | |
| 6 | PH |
Parker-Hannifin Corp
|
161 | $157,477 | |
| 7 | ROK |
Rockwell Automation, Inc
|
252 | $124,760 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
1,605 | $114,918 |
All Filings in OTIS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,918 | 1,605 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $121,632 | 1,578 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $138,886 | 1,590 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||