Position in OTTR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,751,728
+$305,183 QoQ
Shares Held
42,745
+0.2% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $528,076,478 across 9 Conglomerates names. OTTR ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
1,573,091 | $372,905,939 | |
| 2 | MMM |
3M Co
|
765,095 | $111,114,743 | |
| 3 | GHC |
Graham Holdings Co
|
29,270 | $30,945,999 | |
| 4 | VMI |
Valmont Industries Inc
|
15,360 | $6,137,394 | |
| 5 | OTTR |
Otter Tail Corp
This page
|
42,745 | $3,751,728 | |
| 6 | FIP |
FTAI Infrastructure Inc.
|
441,641 | $2,181,705 | |
| 7 | CODI |
Compass Diversified Holdings
|
71,781 | $564,198 | |
| 8 | TTI |
Tetra Technologies Inc
|
38,210 | $325,549 |
All Filings in OTTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,751,728 | 42,745 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,446,545 | 42,650 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $3,498,315 | 42,678 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,698,149 | 35,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,970,233 | 36,957 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,671,678 | 36,182 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||