Position in XYL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,024,053
-$15,358 QoQ
Shares Held
8,663
-0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#524
of 1,083 holders
Holding Since
Dec 2020
22 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, 2026ALBION FINANCIAL GROUP /UT holds $15,283,651 across 17 Specialty Industrial Machinery names. XYL ranks #2 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
11,896 | $13,976,134 | |
| 2 | XYL |
Xylem Inc.
This page
|
8,663 | $1,024,053 | |
| 3 | GNRC |
Generac Holdings Inc.
|
350 | $102,483 | |
| 4 | CMI |
Cummins Inc
|
53 | $37,800 | |
| 5 | EMR |
Emerson Electric Co
|
251 | $35,930 | |
| 6 | ROK |
Rockwell Automation, Inc
|
57 | $28,219 | |
| 7 | ITW |
Illinois Tool Works Inc
|
94 | $25,424 | |
| 8 | SMR |
NUSCALE POWER Corp
|
2,310 | $23,169 |
All Filings in XYL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,024,053 | 8,663 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,039,411 | 8,698 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,192,255 | 8,755 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,338,710 | 9,076 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,822,553 | 14,089 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,710,906 | 14,322 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,560,120 | 13,447 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,771,053 | 13,116 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,773,769 | 13,078 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,712,042 | 13,247 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,428,813 | 12,494 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,143,974 | 12,567 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,351,440 | 12,000 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,275,455 | 12,182 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,311,691 | 11,863 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,003,853 | 11,491 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $889,610 | 11,379 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $963,779 | 11,304 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,310,006 | 10,924 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,336,486 | 10,806 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,246,264 | 10,389 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $547,019 | 5,374 | Shares | Sole | 2021-02-19 | |
| No filing history on record for this holder in this stock. | ||||||