Position in XYL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,373,718
+$73,917 QoQ
Shares Held
11,621
+6.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#77
of 273 holders
Holding Since
Mar 2023
14 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, 2026PFG Investments, LLC holds $27,566,953 across 19 Specialty Industrial Machinery names. XYL ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
8,211 | $9,646,775 | |
| 2 | EMR |
Emerson Electric Co
|
25,894 | $3,706,726 | |
| 3 | ETN |
Eaton Corp plc
|
6,482 | $2,762,109 | |
| 4 | CMI |
Cummins Inc
|
3,861 | $2,753,703 | |
| 5 | XYL |
Xylem Inc.
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|
11,621 | $1,373,718 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,263 | $1,235,365 | |
| 7 | ROK |
Rockwell Automation, Inc
|
2,348 | $1,162,447 | |
| 8 | ITW |
Illinois Tool Works Inc
|
4,054 | $1,096,485 |
All Filings in XYL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,373,718 | 11,621 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,299,801 | 10,877 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,427,166 | 10,480 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,342,397 | 9,101 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,188,818 | 9,190 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,064,985 | 8,915 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,218,442 | 10,502 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,338,012 | 9,909 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,334,599 | 9,840 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,174,274 | 9,086 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $903,215 | 7,898 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $706,665 | 7,763 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $867,962 | 7,707 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $813,204 | 7,767 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||