Position in OTIS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$605,736
-$75,111 QoQ
Shares Held
8,460
-4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#159
of 424 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026MONARCH CAPITAL MANAGEMENT INC holds $24,373,138 across 6 Specialty Industrial Machinery names. OTIS ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FELE |
Franklin Electric Co Inc
|
92,767 | $9,943,694 | |
| 2 | EMR |
Emerson Electric Co
|
56,365 | $8,068,649 | |
| 3 | FLS |
Flowserve Corp
|
45,491 | $3,373,612 | |
| 4 | GEV |
GE Vernova Inc.
|
1,710 | $2,009,010 | |
| 5 | OTIS |
Otis Worldwide Corp
This page
|
8,460 | $605,736 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,377 | $372,437 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,736 | 8,460 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $680,847 | 8,833 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $775,930 | 8,883 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $823,418 | 9,006 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $902,369 | 9,113 | Shares | Sole | 2025-08-20 | |
| 2025-03-31 | $950,781 | 9,213 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $903,132 | 9,752 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,027,654 | 9,887 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $968,568 | 10,062 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,021,091 | 10,286 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $936,124 | 10,463 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $879,233 | 10,948 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,034,919 | 11,627 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,145,308 | 13,570 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,169,559 | 14,935 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,029,221 | 16,132 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,211,001 | 17,136 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,284,372 | 16,691 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,470,438 | 16,888 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,455,121 | 17,685 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,458,695 | 17,839 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,270,705 | 18,564 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,266,697 | 18,752 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,180,799 | 18,917 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $1,086,537 | 19,109 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||