Position in XYL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$11,821
+$11,702 QoQ
Shares Held
100
+9900.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#983
of 1,083 holders
Holding Since
Sep 2024
4 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 Jun 30, 2026West Branch Capital LLC holds $778,887 across 9 Specialty Industrial Machinery names. XYL ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
267 | $313,687 | |
| 2 | ETN |
Eaton Corp plc
|
553 | $235,644 | |
| 3 | EMR |
Emerson Electric Co
|
696 | $99,632 | |
| 4 | ROK |
Rockwell Automation, Inc
|
91 | $45,052 | |
| 5 | PH |
Parker-Hannifin Corp
|
40 | $39,124 | |
| 6 | NDSN |
Nordson Corp
|
55 | $16,592 | |
| 7 | OTIS |
Otis Worldwide Corp
|
192 | $13,747 | |
| 8 | XYL |
Xylem Inc.
This page
|
100 | $11,821 |
All Filings in XYL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,821 | 100 | Shares | Sole | 2026-07-10 | |
| 2025-03-31 | $119 | 1 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $116 | 1 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $135 | 1 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||