Position in XYL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$10,449,409
+$2,123,128 QoQ
Shares Held
88,397
+26.9% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#204
of 1,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 2%
None 2%
Common Shares in XYL Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $59,150,168 across 28 Specialty Industrial Machinery names. XYL ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
15,750 | $11,233,056 | |
| 2 | XYL |
Xylem Inc.
This page
|
88,397 | $10,449,409 | |
| 3 | DOV |
DOVER Corp
|
28,015 | $6,283,203 | |
| 4 | OTIS |
Otis Worldwide Corp
|
69,267 | $4,959,517 | |
| 5 | ETN |
Eaton Corp plc
|
10,713 | $4,565,023 | |
| 6 | GEV |
GE Vernova Inc.
|
3,640 | $4,276,489 | |
| 7 | GNRC |
Generac Holdings Inc.
|
12,516 | $3,664,809 | |
| 8 | ITW |
Illinois Tool Works Inc
|
9,026 | $2,441,261 |
All Filings in XYL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,449,409 | 88,397 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $8,326,281 | 69,676 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $894,566 | 6,569 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $986,185 | 6,686 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $848,471 | 6,559 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $776,250 | 6,498 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $647,971 | 5,585 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $728,081 | 5,392 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $740,810 | 5,462 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $693,630 | 5,367 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $614,112 | 5,370 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $490,469 | 5,388 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $627,968 | 5,576 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $555,224 | 5,303 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $588,121 | 5,319 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $455,931 | 5,219 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $403,330 | 5,159 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $428,005 | 5,020 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $583,650 | 4,867 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $600,342 | 4,854 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $584,085 | 4,869 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $508,019 | 4,830 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $487,981 | 4,794 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $401,000 | 4,767 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $302,453 | 4,656 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $298,816 | 4,588 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||