Position in XYL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$41,108
-$5,737 QoQ
Shares Held
344
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
11 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $417,028 across 9 Specialty Industrial Machinery names. XYL ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
333 | $290,675 | |
| 2 | ROK |
Rockwell Automation, Inc
|
120 | $43,065 | |
| 3 | XYL |
Xylem Inc.
This page
|
344 | $41,108 | |
| 4 | ITT |
Itt Inc.
|
172 | $32,771 | |
| 5 | OTIS |
Otis Worldwide Corp
|
70 | $5,395 | |
| 6 | PH |
Parker-Hannifin Corp
|
4 | $3,580 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1 | $260 | |
| 8 | PNR |
PENTAIR plc
|
2 | $174 |
All Filings in XYL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,108 | 344 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $46,845 | 344 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $55,165 | 374 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $41,094 | 344 | Shares | Sole | 2025-04-30 | |
| 2023-06-30 | $63 | 113 | Shares | Sole | 2023-08-09 | |
| 2022-12-31 | $62 | 111 | Shares | Sole | 2023-02-15 | |
| 2022-03-31 | $8,611 | 101 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $14,390 | 120 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $0 | 0 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $105 | 1 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||