Position in XYL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$130,385
+$125,605 QoQ
Shares Held
1,103
+2657.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#851
of 1,083 holders
Holding Since
Mar 2022
11 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, 2026SUMMIT SECURITIES GROUP LLC holds $1,540,043 across 27 Specialty Industrial Machinery names. XYL ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GTES |
Gates Industrial Corp Ltd.
|
11,044 | $308,900 | |
| 2 | SMR |
NUSCALE POWER Corp
|
18,117 | $181,713 | |
| 3 | GEV |
GE Vernova Inc.
|
146 | $171,529 | |
| 4 | XYL |
Xylem Inc.
This page
|
1,103 | $130,385 | |
| 5 | NPO |
Enpro Inc.
|
300 | $113,079 | |
| 6 | FLS |
Flowserve Corp
|
1,201 | $89,066 | |
| 7 | IR |
Ingersoll Rand Inc.
|
862 | $70,675 | |
| 8 | GNRC |
Generac Holdings Inc.
|
218 | $63,832 |
All Filings in XYL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,385 | 1,103 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,780 | 40 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $49,160 | 361 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $61,802 | 419 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $21,215 | 164 | Shares | Sole | 2025-08-12 | |
| 2023-06-30 | $35,250 | 313 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $36,854 | 352 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $320,321 | 2,897 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $87 | 1 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $29,395 | 376 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,309 | 74 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||