Position in XYL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$495,654
+$153,884 QoQ
Shares Held
4,193
+46.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#649
of 1,089 holders
Holding Since
Jun 2024
9 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, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $13,946,958 across 15 Specialty Industrial Machinery names. XYL ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
3,830 | $4,499,713 | |
| 2 | ETN |
Eaton Corp plc
|
4,212 | $1,794,817 | |
| 3 | CMI |
Cummins Inc
|
1,937 | $1,381,487 | |
| 4 | OTIS |
Otis Worldwide Corp
|
17,966 | $1,286,365 | |
| 5 | PH |
Parker-Hannifin Corp
|
957 | $936,060 | |
| 6 | AME |
Ametek Inc/
|
2,822 | $682,754 | |
| 7 | ROK |
Rockwell Automation, Inc
|
1,332 | $659,446 | |
| 8 | XYL |
Xylem Inc.
This page
|
4,193 | $495,654 |
All Filings in XYL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,654 | 4,193 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $341,770 | 2,860 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $350,935 | 2,577 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $362,112 | 2,455 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $304,384 | 2,353 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $276,191 | 2,312 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $282,044 | 2,431 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $325,692 | 2,412 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $316,696 | 2,335 | Shares | Sole | 2024-07-02 | |
| No filing history on record for this holder in this stock. | ||||||