Position in XYL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$202,848
-$70,449 QoQ
Shares Held
1,716
-24.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#839
of 1,089 holders
Holding Since
Mar 2021
5 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, 2026SFMG, LLC holds $5,286,139 across 7 Specialty Industrial Machinery names. XYL ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
4,237 | $1,805,470 | |
| 2 | GEV |
GE Vernova Inc.
|
1,090 | $1,280,597 | |
| 3 | CMI |
Cummins Inc
|
1,127 | $803,787 | |
| 4 | PH |
Parker-Hannifin Corp
|
642 | $627,953 | |
| 5 | ITW |
Illinois Tool Works Inc
|
1,192 | $322,400 | |
| 6 | ROK |
Rockwell Automation, Inc
|
491 | $243,084 | |
| 7 | XYL |
Xylem Inc.
This page
|
1,716 | $202,848 |
All Filings in XYL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,848 | 1,716 | Shares | Sole | 2026-08-13 | |
| 2021-12-31 | $273,297 | 2,279 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $293,121 | 2,370 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $284,305 | 2,370 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $204,785 | 1,947 | Shares | Sole | 2021-05-03 | |
| No filing history on record for this holder in this stock. | ||||||