Position in XYL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$419,290
-$3,142 QoQ
Shares Held
3,547
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#682
of 1,089 holders
Holding Since
Dec 2022
15 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, 2026Carr Financial Group Corp holds $4,253,517 across 7 Specialty Industrial Machinery names. XYL ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
1,140 | $1,115,056 | |
| 2 | CMI |
Cummins Inc
|
1,122 | $800,221 | |
| 3 | ETN |
Eaton Corp plc
|
1,779 | $758,067 | |
| 4 | ROK |
Rockwell Automation, Inc
|
1,031 | $510,427 | |
| 5 | XYL |
Xylem Inc.
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|
3,547 | $419,290 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,332 | $360,266 | |
| 7 | GEV |
GE Vernova Inc.
|
247 | $290,190 |
All Filings in XYL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,290 | 3,547 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $422,432 | 3,535 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $432,371 | 3,175 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $467,427 | 3,169 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $409,165 | 3,163 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $377,015 | 3,156 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $423,124 | 3,647 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $491,374 | 3,639 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $422,487 | 3,115 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $401,548 | 3,107 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $355,316 | 3,107 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $282,830 | 3,107 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $349,910 | 3,107 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $434,086 | 4,146 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $458,423 | 4,146 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||