Position in XYL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$216,915
-$22,324 QoQ
Shares Held
1,835
-8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#811
of 1,083 holders
Holding Since
Dec 2023
11 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, 2026LVW Advisors, LLC holds $6,632,299 across 9 Specialty Industrial Machinery names. XYL ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
2,147 | $2,100,023 | |
| 2 | GEV |
GE Vernova Inc.
|
1,158 | $1,360,487 | |
| 3 | CMI |
Cummins Inc
|
1,122 | $800,221 | |
| 4 | NDSN |
Nordson Corp
|
2,153 | $649,538 | |
| 5 | EMR |
Emerson Electric Co
|
4,517 | $646,608 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,342 | $362,970 | |
| 7 | ETN |
Eaton Corp plc
|
659 | $280,813 | |
| 8 | XYL |
Xylem Inc.
This page
|
1,835 | $216,915 |
All Filings in XYL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,915 | 1,835 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $239,239 | 2,002 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $289,382 | 2,125 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $323,467 | 2,193 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $261,307 | 2,020 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $297,216 | 2,488 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $322,651 | 2,781 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $402,119 | 2,978 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $406,483 | 2,997 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $567,363 | 4,390 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $471,277 | 4,121 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||