KINGSWOOD WEALTH ADVISORS, LLC

Position in IR — Ingersoll Rand Inc.

CIK 1987855 SAN DIEGO, CA

Position in IR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$844,660

+$21,427 QoQ

Shares Held

10,302

+0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#385

of 885 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $32,460,923 across 13 Specialty Industrial Machinery names. IR ranks #7 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	25,655	$10,932,108
2	PH	Parker-Hannifin Corp	7,892	$7,719,323
3	GEV	GE Vernova Inc.	4,926	$5,787,360
4	CMI	Cummins Inc	4,380	$3,123,859
5	EMR	Emerson Electric Co	7,722	$1,105,404
6	GNRC	Generac Holdings Inc.	3,732	$1,092,766
7	IR	Ingersoll Rand Inc. This page	10,302	$844,660
8	ITW	Illinois Tool Works Inc	2,648	$716,204

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$844,660	10,302	+0.3%	Shares	Sole	2026-07-27
2026-03-31	$823,233	10,275	+4.0%	Shares	Sole	2026-04-28
2025-12-31	$782,852	9,882	-1.4%	Shares	Sole	2026-01-28
2025-09-30	$828,182	10,024	+4.9%	Shares	Sole	2025-10-23
2025-06-30	$794,784	9,555	-3.5%	Shares	Sole	2025-07-23
2024-12-31	$896,096	9,906	-3.3%	Shares	Sole	2025-01-22
2024-09-30	$1,005,452	10,243	+4.0%	Shares	Sole	2024-10-21
2024-06-30	$894,501	9,847	+116.1%	Shares	Sole	2024-07-09
2024-03-31	$432,687	4,557	-53.2%	Shares	Sole	2024-04-15
2023-12-31	$753,291	9,740	+8.4%	Shares	Sole	2024-01-16
2023-06-30	$587,194	8,984	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.