Position in XYL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$94,568
-$1,032 QoQ
Shares Held
800
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#868
of 1,083 holders
Holding Since
Mar 2025
6 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, 2026Mascoma Wealth Management LLC holds $560,041 across 11 Specialty Industrial Machinery names. XYL ranks #4 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
296 | $126,131 | |
| 2 | EMR |
Emerson Electric Co
|
727 | $104,070 | |
| 3 | GEV |
GE Vernova Inc.
|
88 | $103,387 | |
| 4 | XYL |
Xylem Inc.
This page
|
800 | $94,568 | |
| 5 | ITW |
Illinois Tool Works Inc
|
210 | $56,798 | |
| 6 | ROK |
Rockwell Automation, Inc
|
50 | $24,754 | |
| 7 | PH |
Parker-Hannifin Corp
|
23 | $22,496 | |
| 8 | OTIS |
Otis Worldwide Corp
|
250 | $17,900 |
All Filings in XYL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,568 | 800 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $95,600 | 800 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $108,944 | 800 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $118,000 | 800 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $103,488 | 800 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $95,568 | 800 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||