Allen Capital Group, LLC

Position in XYL — Xylem Inc.

CIK 1601384 GRAND ISLAND, NE

Position in XYL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$756,544

+$3,694 QoQ

Shares Held

6,400

+1.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#570

of 1,083 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Allen Capital Group, LLC holds $3,698,655 across 6 Specialty Industrial Machinery names. XYL ranks #4 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	2,010	$856,501
2	CMI	Cummins Inc	1,149	$819,478
3	GEV	GE Vernova Inc.	667	$783,631
4	XYL	Xylem Inc. This page	6,400	$756,544
5	PH	Parker-Hannifin Corp	264	$258,223
6	AME	Ametek Inc/	927	$224,278

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$756,544	6,400	+1.6%	Shares	Sole	2026-07-27
2026-03-31	$752,850	6,300	+13.2%	Shares	Sole	2026-05-27
2025-12-31	$757,977	5,566	-32.8%	Shares	Sole	2026-02-09
2025-09-30	$1,221,447	8,281	-0.1%	Shares	Sole	2025-10-27
2025-06-30	$1,072,782	8,293	+4.2%	Shares	Sole	2025-08-12
2025-03-31	$950,304	7,955	-82.4%	Shares	Sole	2025-05-02
2024-12-31	$5,235,518	45,126	+9.4%	Shares	Sole	2025-01-23
2024-09-30	$5,572,147	41,266	+6.5%	Shares	Sole	2024-11-12
2024-06-30	$5,256,340	38,755	-0.7%	Shares	Sole	2024-08-12
2024-03-31	$5,041,523	39,009	+0.5%	Shares	Sole	2024-04-15
2023-12-31	$4,437,739	38,805	+4.5%	Shares	Sole	2024-01-30
2023-09-30	$3,380,581	37,137	+0.2%	Shares	Sole	2023-11-01
2023-06-30	$4,173,809	37,061	+0.4%	Shares	Sole	2023-07-24
2023-03-31	$3,863,534	36,901	+11.9%	Shares	Sole	2023-04-28
2022-09-30	$2,880,084	32,968	+7.0%	Shares	Sole	2022-11-09
2022-06-30	$2,408,334	30,805	+3.0%	Shares	Sole	2022-07-27
2022-03-31	$2,550,211	29,911	+40.2%	Shares	Sole	2022-05-10
2021-12-31	$2,558,733	21,337	+10.1%	Shares	Sole	2022-01-31
2021-09-30	$2,397,536	19,385	+7.4%	Shares	Sole	2021-10-22
2021-06-30	$2,165,877	18,055	+17.8%	Shares	Sole	2021-07-20
2021-03-31	$1,611,567	15,322	+1.7%	Shares	Sole	2021-04-29
2020-12-31	$1,532,957	15,060	+1.2%	Shares	Sole	2021-01-19
2020-09-30	$1,251,957	14,883	-4.9%	Shares	Sole	2020-10-20
2020-06-30	$1,016,688	15,651	-0.1%	Shares	Sole	2020-08-05
2020-03-31	$1,020,196	15,664	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.