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Equibles

TOTH FINANCIAL ADVISORY CORP

Position in OTIS — Otis Worldwide Corp

CIK 866780 LEESBURG, VA
Back to OTIS Full portfolio

Position in OTIS

as of Sep 30, 2026 · filed Oct 8, 2026
Position Value
$32,160
-$3,640 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 55 holders
Holding Since
Jun 2020
23 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 Sep 30, 2026

TOTH FINANCIAL ADVISORY CORP holds $2,480,355 across 19 Specialty Industrial Machinery names. OTIS ranks #8 (1.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GEV
GE Vernova Inc.
 1,825 $1,734,644
2 CMI
Cummins Inc
 413 $213,343
3 ETN
Eaton Corp plc
 310 $133,210
4 XYL
Xylem Inc.
 1,000 $101,270
5 FLS
Flowserve Corp
 1,165 $85,184
6 GNRC
Generac Holdings Inc.
 280 $57,946
7 AME
Ametek Inc/
 150 $37,159
8 OTIS
Otis Worldwide Corp
This page 		500 $32,160

All Filings in OTIS

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-09-30 $32,160 500
2026-06-30 $35,800 500
2026-03-31 $38,540 500
2025-12-31 $72,937 835
2025-09-30 $76,344 835
2025-06-30 $44,559 450
2024-06-30 $4,331 45
2024-03-31 $4,467 45
2023-12-31 $4,026 45
2023-09-30 $3,613 45
2023-06-30 $4,005 45
2023-03-31 $9,790 116
2022-12-31 $3,523 45
2022-09-30 $2,871 45
2022-06-30 $3,180 45
2022-03-31 $3,462 45
2021-12-31 $3,918 45
2021-09-30 $3,702 45
2021-06-30 $3,679 45
2021-03-31 $5,202 76
2020-12-31 $5,133 76
2020-09-30 $4,743 76
2020-06-30 $4,321 76