Nvest Financial, LLC

Position in XYL — Xylem Inc.

CIK 1915315 PORTSMOUTH, NH

Position in XYL

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

Position Value

$840,118

+$207,724 QoQ

Shares Held

7,107

+34.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#556

of 1,083 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Nvest Financial, LLC holds $3,198,895 across 5 Specialty Industrial Machinery names. XYL ranks #2 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PH	Parker-Hannifin Corp	1,154	$1,128,750
2	XYL	Xylem Inc. This page	7,107	$840,118
3	GEV	GE Vernova Inc.	428	$502,840
4	CMI	Cummins Inc	596	$425,073
5	ITW	Illinois Tool Works Inc	1,117	$302,114

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$840,118	7,107	+34.3%	Shares	Sole	2026-07-30
2026-03-31	$632,394	5,292	+21.7%	Shares	Sole	2026-04-28
2025-12-31	$592,110	4,348	+81.4%	Shares	Sole	2026-02-10
2025-09-30	$353,557	2,397	—	Shares	Sole	2025-11-13
No filing history on record for this holder in this stock.