Position in OTTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$930,537
+$107,407 QoQ
Shares Held
10,602
+4.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026Focus Partners Wealth holds $227,463,689 across 8 Conglomerates names. OTTR ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
769,534 | $182,420,343 | |
| 2 | MMM |
3M Co
|
208,754 | $30,317,343 | |
| 3 | MATW |
Matthews International Corp
|
393,195 | $10,152,294 | |
| 4 | VMI |
Valmont Industries Inc
|
6,860 | $2,741,050 | |
| 5 | OTTR |
Otter Tail Corp
This page
|
10,602 | $930,537 | |
| 6 | DLX |
Deluxe Corp
|
18,258 | $502,825 | |
| 7 | GHC |
Graham Holdings Co
|
371 | $392,243 | |
| 8 | BOOM |
DMC Global Inc.
|
1,354 | $7,054 |
All Filings in OTTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $930,537 | 10,602 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $823,130 | 10,186 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $575,429 | 7,020 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $620,266 | 8,046 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $645,772 | 8,035 | Shares | Sole | 2025-05-20 | |
| No filing history on record for this holder in this stock. | ||||||