Position in XYL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$567,505
-$773 QoQ
Shares Held
4,749
+13.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in XYL Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Phoenix Financial Ltd. holds $187,199,024 across 18 Specialty Industrial Machinery names. XYL ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
1,321,566 | $173,151,577 | |
| 2 | GEV |
GE Vernova Inc.
|
5,166 | $4,509,401 | |
| 3 | PH |
Parker-Hannifin Corp
|
2,492 | $2,230,938 | |
| 4 | ROK |
Rockwell Automation, Inc
|
5,636 | $2,022,647 | |
| 5 | CMI |
Cummins Inc
|
1,366 | $734,935 | |
| 6 | ITW |
Illinois Tool Works Inc
|
2,638 | $686,645 | |
| 7 | XYL |
Xylem Inc.
This page
|
4,749 | $567,505 | |
| 8 | NDSN |
Nordson Corp
|
1,636 | $435,274 |
All Filings in XYL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $567,505 | 4,749 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $568,278 | 4,173 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $591,622 | 4,011 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $448,930 | 3,758 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $521,484 | 3,862 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $516,071 | 3,805 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $576,409 | 4,460 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $576,144 | 5,038 | Shares | Defined | 2024-02-14 | |
| 2022-09-30 | $472,093 | 5,404 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $454,225 | 5,810 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $535,091 | 6,276 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $685,462 | 5,716 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $765,579 | 6,190 | Shares | Defined | 2021-10-27 | |
| 2021-03-31 | $531,790 | 5,056 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $429,044 | 4,215 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $264,978 | 3,150 | Shares | Defined | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||