Perennial Advisors, LLC

Position in XYL — Xylem Inc.

CIK 1697360 NEW YORK, NY

Position in XYL

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$6,114,412

+$5,094 QoQ

Shares Held

51,725

+1.2% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

#279

of 1,083 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 75% Shared 0% None 25%

Industrials · as of Jun 30, 2026

Perennial Advisors, LLC holds $8,741,545 across 3 Specialty Industrial Machinery names. XYL ranks #1 (69.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XYL	Xylem Inc. This page	51,725	$6,114,412
2	GEV	GE Vernova Inc.	1,687	$1,981,988
3	ETN	Eaton Corp plc	1,514	$645,145

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,114,412	51,725	+1.2%	Shares	Sole	2026-07-13
2026-03-31	$6,109,318	51,124	+1.8%	Shares	Sole	2026-04-13
2025-12-31	$6,840,049	50,228	+1.7%	Shares	Sole	2026-01-12
2025-09-30	$7,287,237	49,405	+0.3%	Shares	Sole	2025-10-14
2025-06-30	$6,373,567	49,270	+0.3%	Shares	Sole	2025-07-15
2025-03-31	$5,868,711	49,127	+2.2%	Shares	Sole	2025-04-14
2024-12-31	$5,579,517	48,091	+3.9%	Shares	Sole	2025-02-21
2024-06-30	$6,279,262	46,297	-1.6%	Shares	Sole	2024-07-23
2024-03-31	$6,081,517	47,056	-1.2%	Shares	Sole	2024-04-10
2023-12-31	$5,445,022	47,613	+1.6%	Shares	Sole	2024-01-25
2023-09-30	$4,264,118	46,843	+2.9%	Shares	Sole	2023-10-17
2023-06-30	$5,128,714	45,540	+3.4%	Shares	Sole	2023-08-01
2023-03-31	$4,609,208	44,023	-0.0%	Shares	Sole	2023-05-12
2022-12-31	$4,869,171	44,037	-8.2%	Shares	Sole	2023-01-31
2022-09-30	$4,191,794	47,983	+0.9%	Shares	Sole	2022-11-09
2022-06-30	$3,718,709	47,566	+1.2%	Shares	Sole	2022-08-09
2022-03-31	$4,006,537	46,992	+5.0%	Shares	Sole	2022-04-27
2021-12-31	$5,368,458	44,767	+2.8%	Shares	Sole	2022-02-08
2021-09-30	$5,387,006	43,556	+2.1%	Shares	Sole	2021-11-08
2021-06-30	$5,117,373	42,659	+1.5%	Shares	Sole	2021-08-13
2021-03-31	$4,421,451	42,037	+2.0%	Shares	Sole	2021-05-17
2020-12-31	$4,193,239	41,195	+0.6%	Shares	Sole	2021-02-12
2020-09-30	$3,443,115	40,931	-4.8%	Shares	Sole	2020-11-16
2020-06-30	$2,791,785	42,977	+3.2%	Shares	Sole	2020-08-14
2020-03-31	$2,711,948	41,639	—	Shares	Sole	2020-05-19
No filing history on record for this holder in this stock.