Position in XYL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$255,806
-$2,672 QoQ
Shares Held
2,164
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#778
of 1,083 holders
Holding Since
Jun 2021
13 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, 2026RIDGECREST WEALTH PARTNERS, LLC holds $459,491 across 2 Specialty Industrial Machinery names. XYL ranks #1 (55.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYL |
Xylem Inc.
This page
|
2,164 | $255,806 | |
| 2 | ETN |
Eaton Corp plc
|
478 | $203,685 |
All Filings in XYL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,806 | 2,164 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $258,478 | 2,163 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $294,557 | 2,163 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $318,895 | 2,162 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $279,676 | 2,162 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $258,153 | 2,161 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $230,763 | 1,989 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $272,760 | 2,020 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $205,750 | 1,517 | Shares | Sole | 2024-08-05 | |
| 2023-06-30 | $202,716 | 1,800 | Shares | Sole | 2023-07-31 | |
| 2021-12-31 | $218,254 | 1,820 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $225,097 | 1,820 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $218,327 | 1,820 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||