Position in XYL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$33,552,135
-$10,098,108 QoQ
Shares Held
283,835
-22.3% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#106
of 1,089 holders
Holding Since
Dec 2022
14 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, 2026Sequoia Financial Advisors, LLC holds $294,974,422 across 33 Specialty Industrial Machinery names. XYL ranks #5 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
175,147 | $74,633,639 | |
| 2 | PH |
Parker-Hannifin Corp
|
60,061 | $58,746,865 | |
| 3 | ROK |
Rockwell Automation, Inc
|
91,971 | $45,533,002 | |
| 4 | GEV |
GE Vernova Inc.
|
28,951 | $34,013,371 | |
| 5 | XYL |
Xylem Inc.
This page
|
283,835 | $33,552,135 | |
| 6 | ITT |
Itt Inc.
|
44,405 | $8,781,532 | |
| 7 | RRX |
Regal Rexnord Corp
|
24,910 | $5,933,312 | |
| 8 | CMI |
Cummins Inc
|
7,783 | $5,550,913 |
All Filings in XYL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,552,135 | 283,835 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $43,650,243 | 365,274 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $46,875,062 | 344,214 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $48,715,710 | 330,276 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $40,940,499 | 316,485 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $35,408,899 | 296,408 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $31,637,609 | 272,691 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $34,907,550 | 258,517 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $32,849,857 | 242,202 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $19,155,694 | 148,218 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,373,006 | 12,006 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $215,741 | 2,370 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $234,812 | 2,085 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $246,239 | 2,227 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||