Position in XYL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,813,850
+$166,520 QoQ
Shares Held
91,480
+2.7% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#202
of 1,089 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XYL Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BOSTON FAMILY OFFICE LLC holds $82,395,727 across 11 Specialty Industrial Machinery names. XYL ranks #4 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
62,263 | $30,825,166 | |
| 2 | ETN |
Eaton Corp plc
|
41,088 | $17,508,418 | |
| 3 | PH |
Parker-Hannifin Corp
|
14,533 | $14,215,017 | |
| 4 | XYL |
Xylem Inc.
This page
|
91,480 | $10,813,850 | |
| 5 | ITW |
Illinois Tool Works Inc
|
12,681 | $3,429,830 | |
| 6 | GEV |
GE Vernova Inc.
|
2,010 | $2,361,468 | |
| 7 | EMR |
Emerson Electric Co
|
8,173 | $1,169,964 | |
| 8 | IR |
Ingersoll Rand Inc.
|
11,356 | $931,078 |
All Filings in XYL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,813,850 | 91,480 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,647,330 | 89,099 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,063,641 | 88,586 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,287,980 | 90,088 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,653,266 | 90,084 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,379,521 | 86,887 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,116,735 | 78,579 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $10,712,334 | 79,333 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,731,588 | 79,124 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,331,445 | 79,940 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $9,389,756 | 82,107 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $7,473,016 | 82,094 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,136,860 | 81,130 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,395,683 | 80,188 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,189,256 | 74,064 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,324,252 | 72,393 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,638,967 | 72,128 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,569,865 | 65,328 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $7,841,928 | 65,393 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,626,603 | 61,664 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,161,492 | 59,699 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $6,279,140 | 59,699 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $6,010,597 | 59,049 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,965,098 | 59,024 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $3,827,378 | 58,919 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,950,069 | 60,649 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||