Position in OTIS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$90,287
-$6,910 QoQ
Shares Held
1,261
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#915
of 1,211 holders
Holding Since
Jun 2020
25 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, 2026STEPH & CO holds $1,862,238 across 10 Specialty Industrial Machinery names. OTIS ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RRX |
Regal Rexnord Corp
|
3,054 | $727,432 | |
| 2 | PNR |
PENTAIR plc
|
4,332 | $332,091 | |
| 3 | ETN |
Eaton Corp plc
|
712 | $303,397 | |
| 4 | GTES |
Gates Industrial Corp Ltd.
|
6,711 | $187,706 | |
| 5 | ITW |
Illinois Tool Works Inc
|
400 | $108,188 | |
| 6 | OTIS |
Otis Worldwide Corp
This page
|
1,261 | $90,287 | |
| 7 | CMI |
Cummins Inc
|
54 | $38,513 | |
| 8 | EMR |
Emerson Electric Co
|
218 | $31,206 |
All Filings in OTIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,287 | 1,261 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $97,197 | 1,261 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $110,148 | 1,261 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $115,293 | 1,261 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $124,864 | 1,261 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $130,135 | 1,261 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $116,781 | 1,261 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $131,068 | 1,261 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $121,383 | 1,261 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $125,179 | 1,261 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $112,821 | 1,261 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $101,270 | 1,261 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $112,241 | 1,261 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $106,428 | 1,261 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $98,748 | 1,261 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $80,451 | 1,261 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $89,114 | 1,261 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $97,033 | 1,261 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $109,795 | 1,261 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $103,755 | 1,261 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $103,111 | 1,261 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $86,315 | 1,261 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $85,180 | 1,261 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $78,711 | 1,261 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $71,700 | 1,261 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||