Whipplewood Advisors, LLC

Position in XYL — Xylem Inc.

CIK 2052510 LITTLETON, CO

Position in XYL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$52,367

-$1,408 QoQ

Shares Held

443

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#906

of 1,083 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Whipplewood Advisors, LLC holds $224,772 across 12 Specialty Industrial Machinery names. XYL ranks #2 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	609	$87,178
2	XYL	Xylem Inc. This page	443	$52,367
3	ITT	Itt Inc.	218	$43,111
4	GEV	GE Vernova Inc.	9	$10,573
5	PH	Parker-Hannifin Corp	9	$8,803
6	ETN	Eaton Corp plc	19	$8,096
7	CMI	Cummins Inc	7	$4,992
8	GGG	Graco Inc	53	$4,007

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$52,367	443	-1.6%	Shares	Sole	2026-07-27
2026-03-31	$53,775	450	+3.2%	Shares	Sole	2026-04-30
2025-12-31	$59,374	436	0.0%	Shares	Sole	2026-02-17
2025-09-30	$64,310	436	-3.1%	Shares	Sole	2025-11-06
2025-06-30	$58,211	450	-1.5%	Shares	Other	2025-07-31
2025-03-31	$4,180	457	+1.6%	Shares	Sole	2025-04-10
2024-12-31	$52,208	450	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.