Position in OTIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,086
New position
Shares Held
85
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,109
of 1,211 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Downshift Financial, LLC holds $127,673 across 13 Specialty Industrial Machinery names. OTIS ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
32 | $37,595 | |
| 2 | ETN |
Eaton Corp plc
|
81 | $34,515 | |
| 3 | XYL |
Xylem Inc.
|
110 | $13,003 | |
| 4 | ROK |
Rockwell Automation, Inc
|
25 | $12,377 | |
| 5 | OTIS |
Otis Worldwide Corp
This page
|
85 | $6,086 | |
| 6 | CMI |
Cummins Inc
|
8 | $5,705 | |
| 7 | DOV |
DOVER Corp
|
25 | $5,607 | |
| 8 | PNR |
PENTAIR plc
|
69 | $5,289 |
All Filings in OTIS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,086 | 85 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||