Position in OTIS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$193,964
-$31,186 QoQ
Shares Held
2,709
-7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#862
of 1,209 holders
Holding Since
Jun 2020
24 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, 2026ST GERMAIN D J CO INC holds $58,971,278 across 17 Specialty Industrial Machinery names. OTIS ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
34,191 | $24,385,363 | |
| 2 | ETN |
Eaton Corp plc
|
29,962 | $12,767,407 | |
| 3 | XYL |
Xylem Inc.
|
60,630 | $7,167,072 | |
| 4 | AOS |
Smith A O Corp
|
110,841 | $6,951,947 | |
| 5 | GEV |
GE Vernova Inc.
|
2,297 | $2,698,653 | |
| 6 | EMR |
Emerson Electric Co
|
15,931 | $2,280,522 | |
| 7 | ITW |
Illinois Tool Works Inc
|
7,442 | $2,012,837 | |
| 8 | OTIS |
Otis Worldwide Corp
This page
|
2,709 | $193,964 |
All Filings in OTIS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,964 | 2,709 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $225,150 | 2,921 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $265,893 | 3,044 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $273,009 | 2,986 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $298,941 | 3,019 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $281,632 | 2,729 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $266,068 | 2,873 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $298,619 | 2,873 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $281,464 | 2,924 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $300,887 | 3,031 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $272,972 | 3,051 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $247,435 | 3,081 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $260,443 | 2,926 | Shares | Sole | 2023-09-07 | |
| 2022-12-31 | $221,930 | 2,834 | Shares | Sole | 2023-02-27 | |
| 2022-09-30 | $184,318 | 2,889 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $204,165 | 2,889 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $223,231 | 2,901 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $261,035 | 2,998 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $263,625 | 3,204 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $333,866 | 4,083 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $280,645 | 4,100 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $290,532 | 4,301 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $279,454 | 4,477 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $292,203 | 5,139 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||