Position in XYL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$291,978
-$3,187 QoQ
Shares Held
2,470
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#750
of 1,083 holders
Holding Since
Sep 2025
4 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, 2026American Trust Investment Advisors, LLC holds $1,056,226 across 3 Specialty Industrial Machinery names. XYL ranks #3 (27.6% of the industry book) .
All Filings in XYL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,978 | 2,470 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $295,165 | 2,470 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $238,995 | 1,755 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $231,575 | 1,570 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||