Position in XYL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$126,839
-$15,485 QoQ
Shares Held
1,073
-9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#853
of 1,083 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $4,438,966 across 26 Specialty Industrial Machinery names. XYL ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,710 | $2,009,010 | |
| 2 | AMSC |
American Superconductor Corp /De/
|
16,787 | $696,828 | |
| 3 | EMR |
Emerson Electric Co
|
3,277 | $469,102 | |
| 4 | ETN |
Eaton Corp plc
|
834 | $355,384 | |
| 5 | ROK |
Rockwell Automation, Inc
|
459 | $227,241 | |
| 6 | ITW |
Illinois Tool Works Inc
|
827 | $223,678 | |
| 7 | GNRC |
Generac Holdings Inc.
|
509 | $149,040 | |
| 8 | XYL |
Xylem Inc.
This page
|
1,073 | $126,839 |
All Filings in XYL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,839 | 1,073 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $142,324 | 1,191 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $162,190 | 1,191 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $175,672 | 1,191 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $154,067 | 1,191 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $150,519 | 1,260 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $125,417 | 1,081 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $149,343 | 1,106 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $144,581 | 1,066 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $137,769 | 1,066 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $121,793 | 1,065 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $96,946 | 1,065 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $120,278 | 1,068 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $111,505 | 1,065 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $117,757 | 1,065 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $93,038 | 1,065 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $91,705 | 1,173 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $100,009 | 1,173 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $119,080 | 993 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $107,972 | 873 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $104,725 | 873 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $86,878 | 826 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $84,078 | 826 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $64,351 | 765 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||