Position in XYL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$789,761
+$129,285 QoQ
Shares Held
6,681
+20.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
#569
of 1,089 holders
Holding Since
Mar 2025
6 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, 2026Biltmore Wealth Management, LLC holds $3,484,864 across 3 Specialty Industrial Machinery names. XYL ranks #3 (22.7% of the industry book) .
All Filings in XYL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $789,761 | 6,681 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $660,476 | 5,527 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $723,388 | 5,312 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $781,602 | 5,299 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $661,547 | 5,114 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $605,423 | 5,068 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||