Position in XYL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,770,785
-$31,275 QoQ
Shares Held
14,980
-0.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#446
of 1,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XYL Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026PATTEN & PATTEN INC/TN holds $23,675,904 across 9 Specialty Industrial Machinery names. XYL ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,392 | $7,509,705 | |
| 2 | AOS |
Smith A O Corp
|
113,297 | $7,105,987 | |
| 3 | ETN |
Eaton Corp plc
|
9,161 | $3,903,685 | |
| 4 | XYL |
Xylem Inc.
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|
14,980 | $1,770,785 | |
| 5 | EMR |
Emerson Electric Co
|
8,756 | $1,253,421 | |
| 6 | GNRC |
Generac Holdings Inc.
|
2,985 | $874,037 | |
| 7 | DOV |
DOVER Corp
|
3,450 | $773,766 | |
| 8 | OTIS |
Otis Worldwide Corp
|
3,915 | $280,314 |
All Filings in XYL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,770,785 | 14,980 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,802,060 | 15,080 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,053,594 | 15,080 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,331,237 | 15,805 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,076,874 | 16,055 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,036,195 | 17,045 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,975,240 | 17,025 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,298,885 | 17,025 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,336,226 | 17,225 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,281,086 | 17,650 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,068,772 | 18,090 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,977,626 | 21,725 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,437,096 | 21,640 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,456,785 | 23,465 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,649,810 | 23,965 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,093,582 | 23,965 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,873,583 | 23,965 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,051,781 | 24,065 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,894,868 | 24,140 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,945,439 | 23,815 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,712,295 | 22,610 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,259,792 | 21,485 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,120,794 | 20,835 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,752,640 | 20,835 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,366,433 | 21,035 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,356,983 | 20,835 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||