Position in OTTR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$269
+$94 QoQ
Shares Held
3
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 77 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Hughes Financial Services, LLC holds $21,437 across 8 Conglomerates names. OTTR ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMM |
3M Co
|
47 | $7,609 | |
| 2 | HON |
Honeywell International Inc
|
27 | $6,045 | |
| 3 | GHC |
Graham Holdings Co
|
5 | $5,707 | |
| 4 | VMI |
Valmont Industries Inc
|
3 | $1,732 | |
| 5 | OTTR |
Otter Tail Corp
This page
|
3 | $269 | |
| 6 | FBYD |
Falcon's Beyond Global, Inc.
|
2 | $35 | |
| 7 | BBUC |
Brookfield Business Corp
|
1 | $29 | |
| 8 | TTI |
Tetra Technologies Inc
|
1 | $11 |
All Filings in OTTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269 | 3 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $175 | 2 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $80 | 1 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||