Position in OTTR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,004,356
+$27,038 QoQ
Shares Held
11,162
+0.2% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#128
of 358 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $22,627,781 across 8 Conglomerates names. OTTR ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMM |
3M Co
|
57,993 | $9,389,646 | |
| 2 | HON |
Honeywell International Inc
|
32,562 | $7,290,631 | |
| 3 | VMI |
Valmont Industries Inc
|
5,449 | $3,147,342 | |
| 4 | GHC |
Graham Holdings Co
|
927 | $1,058,096 | |
| 5 | OTTR |
Otter Tail Corp
This page
|
11,162 | $1,004,356 | |
| 6 | DLX |
Deluxe Corp
|
12,073 | $288,303 | |
| 7 | HTHIY |
Hitachi Ltd
|
8,305 | $229,633 | |
| 8 | MATW |
Matthews International Corp
|
8,164 | $219,774 |
All Filings in OTTR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,004,356 | 11,162 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $977,318 | 11,135 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $909,758 | 11,258 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,094,299 | 13,350 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,198,595 | 15,548 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,253,530 | 15,597 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,170,364 | 15,850 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,271,975 | 16,274 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,472,738 | 16,814 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,632,528 | 18,895 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,815,808 | 21,370 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,566,001 | 20,627 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,739,094 | 22,025 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,690,901 | 23,397 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||