Position in XYL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,913,460
+$12,264 QoQ
Shares Held
33,106
+1.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#339
of 1,089 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in XYL Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026HALL LAURIE J TRUSTEE holds $19,832,074 across 8 Specialty Industrial Machinery names. XYL ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
17,729 | $8,777,272 | |
| 2 | XYL |
Xylem Inc.
This page
|
33,106 | $3,913,460 | |
| 3 | GEV |
GE Vernova Inc.
|
2,064 | $2,424,911 | |
| 4 | PH |
Parker-Hannifin Corp
|
2,071 | $2,025,686 | |
| 5 | EMR |
Emerson Electric Co
|
12,106 | $1,732,973 | |
| 6 | ETN |
Eaton Corp plc
|
1,095 | $466,600 | |
| 7 | WTS |
Watts Water Technologies Inc
|
740 | $289,673 | |
| 8 | ITW |
Illinois Tool Works Inc
|
745 | $201,499 |
All Filings in XYL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,913,460 | 33,106 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $3,901,196 | 32,646 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $4,392,621 | 32,256 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $4,674,422 | 31,691 | Shares | Defined | 2025-10-14 | |
| 2025-06-30 | $4,150,643 | 32,086 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $3,838,965 | 32,136 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,844,321 | 33,135 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $4,468,142 | 33,090 | Shares | Other | 2024-10-08 | |
| 2024-06-30 | $4,406,211 | 32,487 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $4,230,927 | 32,737 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $3,710,065 | 32,442 | Shares | Other | 2024-01-11 | |
| 2023-09-30 | $2,889,654 | 31,744 | Shares | Other | 2023-10-12 | |
| 2023-06-30 | $3,559,804 | 31,609 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $3,261,299 | 31,149 | Shares | Other | 2023-04-07 | |
| 2022-12-31 | $3,389,189 | 30,652 | Shares | Other | 2023-01-11 | |
| 2022-09-30 | $2,969,802 | 33,995 | Shares | Other | 2022-10-11 | |
| 2022-06-30 | $2,611,992 | 33,410 | Shares | Other | 2022-07-06 | |
| 2022-03-31 | $2,852,798 | 33,460 | Shares | Other | 2022-04-06 | |
| 2021-12-31 | $4,003,528 | 33,385 | Shares | Other | 2022-01-05 | |
| 2021-09-30 | $4,163,687 | 33,665 | Shares | Other | 2021-10-04 | |
| 2021-06-30 | $4,038,453 | 33,665 | Shares | Other | 2021-07-07 | |
| 2021-03-31 | $3,520,900 | 33,475 | Shares | Other | 2021-04-15 | |
| 2020-12-31 | $3,407,419 | 33,475 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $2,820,123 | 33,525 | Shares | Other | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||