Position in XYL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,398,654
-$35,895 QoQ
Shares Held
28,751
+0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#354
of 1,083 holders
Holding Since
Mar 2020
26 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, 2026Patten Group, Inc. holds $20,186,237 across 8 Specialty Industrial Machinery names. XYL ranks #4 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
14,304 | $6,095,219 | |
| 2 | GEV |
GE Vernova Inc.
|
4,182 | $4,913,264 | |
| 3 | EMR |
Emerson Electric Co
|
25,137 | $3,598,361 | |
| 4 | XYL |
Xylem Inc.
This page
|
28,751 | $3,398,654 | |
| 5 | DOV |
DOVER Corp
|
5,032 | $1,128,576 | |
| 6 | PH |
Parker-Hannifin Corp
|
368 | $359,947 | |
| 7 | AME |
Ametek Inc/
|
1,474 | $356,618 | |
| 8 | ITT |
Itt Inc.
|
1,697 | $335,598 |
All Filings in XYL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,398,654 | 28,751 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,434,549 | 28,741 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,947,449 | 28,987 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,303,165 | 29,174 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,805,253 | 29,416 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,638,512 | 30,458 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,599,172 | 31,022 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,216,446 | 31,226 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,224,874 | 31,150 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,026,730 | 31,157 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $3,557,968 | 31,112 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,823,113 | 31,013 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,377,586 | 29,991 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,102,470 | 29,632 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $3,272,429 | 29,596 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,543,311 | 29,113 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $2,231,335 | 28,541 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,435,878 | 28,570 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $3,496,627 | 29,158 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,618,382 | 29,256 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,557,893 | 29,659 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,125,949 | 29,720 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $3,076,602 | 30,225 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,563,388 | 30,473 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,966,404 | 30,271 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,036,680 | 31,271 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||