Position in XYL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,348,318
New position
Shares Held
11,283
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 29%
Shared 0%
None 71%
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Trask Adam Roland holds $3,620,553 across 7 Specialty Industrial Machinery names. XYL ranks #2 (37.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SMR |
NUSCALE POWER Corp
|
183,975 | $1,994,289 | |
| 2 | XYL |
Xylem Inc.
This page
|
11,283 | $1,348,318 | |
| 3 | EMR |
Emerson Electric Co
|
1,000 | $131,020 | |
| 4 | GEV |
GE Vernova Inc.
|
100 | $87,290 | |
| 5 | DOV |
DOVER Corp
|
100 | $20,845 | |
| 6 | ITW |
Illinois Tool Works Inc
|
75 | $19,521 | |
| 7 | OTIS |
Otis Worldwide Corp
|
250 | $19,270 |
All Filings in XYL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,348,318 | 11,283 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||