Position in TT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,922,896
+$743,411 QoQ
Shares Held
10,023
-0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#463
of 1,802 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TT 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. TT ranks #1 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
This page
|
10,023 | $4,922,896 | |
| 2 | JCI |
Johnson Controls International plc
|
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 TT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,922,896 | 10,023 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,179,485 | 10,029 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,041,842 | 10,385 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,269,391 | 10,118 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,665,415 | 10,666 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,820,335 | 11,339 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $4,429,245 | 11,992 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $5,029,777 | 12,939 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,224,119 | 12,842 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,909,272 | 6,360 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,294,601 | 13,508 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,336,914 | 11,517 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,221,867 | 11,617 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||