Position in XYL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$35,463
-$387 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#924
of 1,083 holders
Holding Since
Mar 2023
14 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, 2026Avalon Trust Co holds $1,650,660 across 9 Specialty Industrial Machinery names. XYL ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLIO |
Helios Technologies, Inc.
|
7,901 | $705,164 | |
| 2 | KRNT |
Kornit Digital Ltd.
|
16,305 | $264,956 | |
| 3 | CMI |
Cummins Inc
|
350 | $249,623 | |
| 4 | EMR |
Emerson Electric Co
|
1,300 | $186,095 | |
| 5 | ETN |
Eaton Corp plc
|
207 | $88,206 | |
| 6 | GEV |
GE Vernova Inc.
|
60 | $70,491 | |
| 7 | GNRC |
Generac Holdings Inc.
|
163 | $47,728 | |
| 8 | XYL |
Xylem Inc.
This page
|
300 | $35,463 |
All Filings in XYL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,463 | 300 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $35,850 | 300 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $40,854 | 300 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $44,250 | 300 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $38,808 | 300 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $35,838 | 300 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $34,806 | 300 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $40,509 | 300 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $40,689 | 300 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $38,772 | 300 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $34,308 | 300 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $27,309 | 300 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $33,786 | 300 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $31,410 | 300 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||