Position in XYL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$24,469
-$267 QoQ
Shares Held
207
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#937
of 1,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XYL Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $287,608 across 14 Specialty Industrial Machinery names. XYL ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
582 | $83,313 | |
| 2 | ITW |
Illinois Tool Works Inc
|
258 | $69,781 | |
| 3 | GEV |
GE Vernova Inc.
|
28 | $32,896 | |
| 4 | XYL |
Xylem Inc.
This page
|
207 | $24,469 | |
| 5 | CMI |
Cummins Inc
|
24 | $17,117 | |
| 6 | AME |
Ametek Inc/
|
65 | $15,726 | |
| 7 | NDSN |
Nordson Corp
|
52 | $15,687 | |
| 8 | ROK |
Rockwell Automation, Inc
|
22 | $10,891 |
All Filings in XYL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,469 | 207 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $24,736 | 207 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $28,325 | 208 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $30,532 | 207 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $21,603 | 167 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $19,830 | 166 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $19,259 | 166 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $22,279 | 165 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $22,378 | 165 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $21,324 | 165 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $18,869 | 165 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $15,019 | 165 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $18,582 | 165 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $17,275 | 165 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $18,244 | 165 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $14,414 | 165 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $12,899 | 165 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $14,067 | 165 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $19,786 | 165 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $20,407 | 165 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $19,793 | 165 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $17,354 | 165 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $16,795 | 165 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $13,879 | 165 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $10,718 | 165 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $23,772 | 365 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||