KINGSWOOD WEALTH ADVISORS, LLC

Position in PH — Parker-Hannifin Corp

CIK 1987855 SAN DIEGO, CA

Position in PH

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

Position Value

$7,719,323

+$635,289 QoQ

Shares Held

7,892

-0.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#479

of 1,972 holders

Holding Since

Jun 2023

13 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. PH ranks #2 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	25,655	$10,932,108
2	PH	Parker-Hannifin Corp This page	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.	10,302	$844,660
8	ITW	Illinois Tool Works Inc	2,648	$716,204

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,719,323	7,892	-0.3%	Shares	Sole	2026-07-27
2026-03-31	$7,084,034	7,913	-6.2%	Shares	Sole	2026-04-28
2025-12-31	$7,414,906	8,436	+2.0%	Shares	Sole	2026-01-28
2025-09-30	$6,269,142	8,269	-12.5%	Shares	Sole	2025-10-23
2025-06-30	$6,598,446	9,447	+5.1%	Shares	Sole	2025-07-23
2025-03-31	$5,465,787	8,992	-3.1%	Shares	Sole	2025-07-25
2024-12-31	$5,900,450	9,277	-1.2%	Shares	Sole	2025-01-22
2024-09-30	$5,934,685	9,393	-1.0%	Shares	Sole	2024-10-21
2024-06-30	$4,800,642	9,491	+70.4%	Shares	Sole	2024-07-09
2024-03-31	$3,095,750	5,570	-43.5%	Shares	Sole	2024-04-15
2023-12-31	$4,537,895	9,850	-1.1%	Shares	Sole	2024-01-16
2023-09-30	$3,878,840	9,958	-1.4%	Shares	Sole	2023-10-24
2023-06-30	$3,939,404	10,100	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.