Larry Mathis Financial Planning, LLC

Position in XYL — Xylem Inc.

CIK 2118274 PHOENIX, AZ

Position in XYL

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

Position Value

$208,522

New position

Shares Held

1,764

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#827

of 1,083 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Larry Mathis Financial Planning, LLC holds $1,577,080 across 4 Specialty Industrial Machinery names. XYL ranks #4 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	3,383	$484,276
2	CMI	Cummins Inc	653	$465,726
3	AME	Ametek Inc/	1,730	$418,556
4	XYL	Xylem Inc. This page	1,764	$208,522

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$208,522	1,764	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.