LOUISBOURG INVESTMENTS INC. OTIS — UNITED TECHNOLOGIES CORPORATION

Ownership history in LOUISBOURG INVESTMENTS INC.  ·  7 quarters on record

AI Ownership Summary

LOUISBOURG INVESTMENTS INC. reported UNITED TECHNOLOGIES CORPORATION (OTIS) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 1.08% in 2025 Q4. The latest visible filing shows OTIS at 1.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OTIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LOUISBOURG INVESTMENTS INC.'s position in UNITED TECHNOLOGIES CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

OTIS was reported at 1.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OTIS stock page LOUISBOURG INVESTMENTS INC. fund profile LOUISBOURG INVESTMENTS INC. full holdings
How LOUISBOURG INVESTMENTS INC. held OTIS — position size vs. price
% of Fund (quarterly)    OTIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 103,067 +19,360 +23.1% 1.07% $5.8M 2026-07-23 $70.34
2026 Q1 ADDED — — — 83,707 +7,430 +9.7% 0.98% $5.2M 2026-04-22 $76.94
2025 Q4 ADDED — — — 76,277 +17,146 +29.0% 1.08% $5.4M 2026-01-16 $88.67
2025 Q3 ADDED — — — 59,131 +37,590 +174.5% 0.94% $4.3M 2025-10-09 $87.83
2025 Q2 REDUCED 9.8% -7.4% ✅ 21,541 -2,350 -9.8% 0.44% $1.9M 2025-07-24 $86.90
2025 Q1 REDUCED 32.9% -3.6% ✅ 23,891 -11,697 -32.9% 0.57% $2.1M 2025-04-17 $95.57
2024 Q4 INITIATED — — — 35,588 — — 0.81% $2.7M 2025-01-29 $91.45

🏢 Other funds also holding OTIS

As of 2026 Q2 — sorted by position size

Clean Energy Transition LLP 3Y 11.49% BLS CAPITAL FONDSMAEGLERSELSKAB A/S 3Y 7Y 10.72% FIFTHDELTA Ltd 3Y 8.24% AdviceOne Advisory Services, LLC 5.67% GFI Investment Counsel Ltd. 3Y 7Y 4.3% Foyston, Gordon & Payne Inc 3Y 7Y 2.81% COERENTE CAPITAL MANAGEMENT 3Y 2.77% Canoe Financial LP 3Y 2.7% Guinness Asset Management LTD 3Y 7Y 2.67% J. Stern & Co. LLP 2.62%

FAQ About LOUISBOURG INVESTMENTS INC. and OTIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has LOUISBOURG INVESTMENTS INC. reported owning OTIS?

LOUISBOURG INVESTMENTS INC. reported OTIS across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported OTIS position in LOUISBOURG INVESTMENTS INC.'s portfolio?

The largest reported portfolio weight for OTIS was 1.08% in 2025 Q4.

What is the latest reported OTIS position on this page?

The most recent filing on this page is 2026 Q2, when LOUISBOURG INVESTMENTS INC. reported 103,067 shares, equal to 1.07% of portfolio, with an estimated market value of $5.8M.

What does the chart on this OTIS ownership page compare?

The chart compares LOUISBOURG INVESTMENTS INC.'s quarterly OTIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LOUISBOURG INVESTMENTS INC. time their OTIS position?

Based on 13F filing dates vs. subsequent OTIS price moves, LOUISBOURG INVESTMENTS INC. correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on OTIS relative to SPY over the holding period was +57.0%.

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