Position in XYL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$11,830,456
+$11,309 QoQ
Shares Held
100,080
+1.2% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#190
of 1,083 holders
Holding Since
Mar 2020
26 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, 2026Baker Chad R holds $37,579,566 across 2 Specialty Industrial Machinery names. XYL ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
52,010 | $25,749,110 | |
| 2 | XYL |
Xylem Inc.
This page
|
100,080 | $11,830,456 |
All Filings in XYL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,830,456 | 100,080 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $11,819,147 | 98,905 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $13,467,521 | 98,895 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $14,655,600 | 99,360 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $12,866,145 | 99,460 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $11,881,491 | 99,460 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $11,539,349 | 99,460 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $13,430,083 | 99,460 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $13,537,230 | 99,810 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $12,796,052 | 99,010 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $11,180,405 | 97,765 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $8,558,185 | 94,015 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $10,560,940 | 93,775 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $9,820,336 | 93,795 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $10,320,603 | 93,340 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,154,182 | 93,340 | Shares | Other | 2022-11-03 | |
| 2022-06-30 | $7,302,011 | 93,400 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,963,283 | 93,400 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $11,207,723 | 93,460 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $11,559,132 | 93,460 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $11,211,461 | 93,460 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $9,830,122 | 93,460 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $9,520,926 | 93,535 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $7,868,164 | 93,535 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $6,076,033 | 93,535 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $6,091,934 | 93,535 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||