Position in OTIS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$35,800
-$2,740 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#987
of 1,211 holders
Holding Since
Jun 2020
22 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, 2026TOTH FINANCIAL ADVISORY CORP holds $2,818,607 across 14 Specialty Industrial Machinery names. OTIS ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,801 | $2,115,922 | |
| 2 | CMI |
Cummins Inc
|
401 | $285,997 | |
| 3 | XYL |
Xylem Inc.
|
1,000 | $118,210 | |
| 4 | ETN |
Eaton Corp plc
|
186 | $79,258 | |
| 5 | FLS |
Flowserve Corp
|
890 | $66,002 | |
| 6 | AME |
Ametek Inc/
|
150 | $36,291 | |
| 7 | OTIS |
Otis Worldwide Corp
This page
|
500 | $35,800 | |
| 8 | SMR |
NUSCALE POWER Corp
|
2,127 | $21,333 |
All Filings in OTIS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,800 | 500 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $38,540 | 500 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $72,937 | 835 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $76,344 | 835 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $44,559 | 450 | Shares | Sole | 2025-07-14 | |
| 2024-06-30 | $4,331 | 45 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $4,467 | 45 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,026 | 45 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,613 | 45 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,005 | 45 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $9,790 | 116 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,523 | 45 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,871 | 45 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,180 | 45 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $3,462 | 45 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $3,918 | 45 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,702 | 45 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $3,679 | 45 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $5,202 | 76 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $5,133 | 76 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $4,743 | 76 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $4,321 | 76 | Shares | Sole | 2020-07-14 | |
| No filing history on record for this holder in this stock. | ||||||