Position in XYL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$17,376
-$71 QoQ
Shares Held
147
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#966
of 1,089 holders
Holding Since
Sep 2025
4 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, 2026Ritter Daniher Financial Advisory LLC / DE holds $462,827 across 12 Specialty Industrial Machinery names. XYL ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
191 | $224,398 | |
| 2 | CMI |
Cummins Inc
|
125 | $89,151 | |
| 3 | DCI |
DONALDSON Co INC
|
477 | $42,820 | |
| 4 | ITW |
Illinois Tool Works Inc
|
100 | $27,047 | |
| 5 | XYL |
Xylem Inc.
This page
|
147 | $17,376 | |
| 6 | PH |
Parker-Hannifin Corp
|
17 | $16,628 | |
| 7 | AME |
Ametek Inc/
|
53 | $12,822 | |
| 8 | DOV |
DOVER Corp
|
51 | $11,438 |
All Filings in XYL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,376 | 147 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $17,447 | 146 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $19,882 | 146 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,180 | 8 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||