KINGSWOOD WEALTH ADVISORS, LLC
Position in JCI — Johnson Controls International plc
CIK 1987855
SAN DIEGO, CA
Position in JCI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,679,365
+$342,170 QoQ
Shares Held
18,338
+2.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#520
of 1,597 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JCI Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $10,067,283 across 6 Building Products & Equipment names. JCI ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
10,023 | $4,922,896 | |
| 2 | JCI |
Johnson Controls International plc
This page
|
18,338 | $2,679,365 | |
| 3 | MAS |
Masco Corp /De/
|
11,124 | $905,159 | |
| 4 | SPXC |
SPX Technologies, Inc.
|
2,833 | $694,566 | |
| 5 | CARR |
CARRIER GLOBAL Corp
|
7,909 | $580,125 | |
| 6 | BLDR |
Builders FirstSource, Inc.
|
3,187 | $285,172 |
All Filings in JCI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,679,365 | 18,338 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,337,195 | 17,848 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,093,469 | 17,482 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $544,032 | 4,948 | Shares | Sole | 2025-10-23 | |
| 2024-09-30 | $1,102,450 | 14,205 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $746,325 | 11,228 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $743,472 | 11,382 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $547,925 | 9,506 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $249,235 | 4,684 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||