Position in OTTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$589,725
+$53,390 QoQ
Shares Held
6,719
+1.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
11 quarters on record
Voting authority
Sole 99.8660514957583.ToString("F0")%
Shared 0.ToString("F0")%
None 0.13394850424170263.ToString("F0")%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $152,841,240 across 17 Conglomerates names. OTTR ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
534,394 | $120,789,075 | |
| 2 | VMI |
Valmont Industries Inc
|
65,676 | $26,242,158 | |
| 3 | MMM |
3M Co
|
35,166 | $5,107,158 | |
| 4 | OTTR |
Otter Tail Corp
This page
|
6,719 | $589,725 | |
| 5 | TTI |
Tetra Technologies Inc
|
3,076 | $26,207 | |
| 6 | DLX |
Deluxe Corp
|
887 | $24,427 | |
| 7 | BOC |
BOSTON OMAHA Corp
|
1,550 | $18,104 | |
| 8 | GHC |
Graham Holdings Co
|
12 | $12,687 |
All Filings in OTTR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $589,725 | 6,719 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $536,335 | 6,637 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $470,425 | 5,739 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $459,455 | 5,960 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $447,259 | 5,565 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $156,245 | 2,116 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $72,219 | 924 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $56,670 | 647 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $15,393 | 213 | Shares | Sole | 2023-05-11 | |
| 2021-03-31 | $11,958 | 259 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $11,035 | 259 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||