Position in XYL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$369,255
+$117,325 QoQ
Shares Held
3,090
+80.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
7 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 Mar 31, 2026First Affirmative Financial Network holds $3,395,328 across 9 Specialty Industrial Machinery names. XYL ranks #5 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
2,751 | $716,057 | |
| 2 | CMI |
Cummins Inc
|
1,013 | $545,014 | |
| 3 | DOV |
DOVER Corp
|
2,205 | $459,632 | |
| 4 | ETN |
Eaton Corp plc
|
1,116 | $399,159 | |
| 5 | XYL |
Xylem Inc.
This page
|
3,090 | $369,255 | |
| 6 | PNR |
PENTAIR plc
|
2,898 | $252,444 | |
| 7 | EMR |
Emerson Electric Co
|
1,787 | $234,132 | |
| 8 | TNC |
Tennant Co
|
3,225 | $214,140 |
All Filings in XYL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $369,255 | 3,090 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $251,930 | 1,708 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $294,811 | 2,279 | Shares | Sole | 2025-11-20 | |
| 2025-03-31 | $206,904 | 1,732 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $210,692 | 1,816 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $286,533 | 2,122 | Shares | Sole | 2024-10-10 | |
| 2022-12-31 | $207,097 | 1,873 | Shares | Sole | 2023-01-23 | |
| No filing history on record for this holder in this stock. | ||||||