Fermata Advisors, LLC

Position in XYL — Xylem Inc.

CIK 1859259 SONOMA, CA

Position in XYL

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$220,816

New position

Shares Held

1,868

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#806

of 1,083 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Fermata Advisors, LLC holds $1,060,435 across 3 Specialty Industrial Machinery names. XYL ranks #3 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	476	$559,233
2	ETN	Eaton Corp plc	658	$280,386
3	XYL	Xylem Inc. This page	1,868	$220,816

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,816	1,868	—	Shares	Sole	2026-07-07
No filing history on record for this holder in this stock.