Position in ALTO
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$3,726,127
+$1,429,624 QoQ
Shares Held
769,861
-3.5% QoQ
Ownership
0.994%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALTO Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $6,452,486 across 16 Specialty Chemicals names. ALTO ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALTO |
Alto Ingredients, Inc.
This page
|
769,861 | $3,726,127 | |
| 2 | APD |
Air Products & Chemicals, Inc.
|
2,374 | $689,623 | |
| 3 | PPG |
Ppg Industries Inc
|
5,819 | $621,934 | |
| 4 | SHW |
Sherwin Williams Co
|
1,652 | $529,548 | |
| 5 | FUL |
Fuller H B Co
|
5,735 | $353,734 | |
| 6 | LYB |
LyondellBasell Industries N.V.
|
2,615 | $210,664 | |
| 7 | LIN |
Linde PLC
|
274 | $135,838 | |
| 8 | DD |
DuPont de Nemours, Inc.
|
735 | $100,989 |
All Filings in ALTO
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,726,127 | 769,861 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,296,503 | 797,397 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,080,306 | 1,000,284 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,169,898 | 1,017,303 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,119,269 | 981,815 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,535,199 | 984,102 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,812,138 | 1,125,552 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,497,122 | 1,032,498 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,758,346 | 806,581 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,842,879 | 692,812 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,279,556 | 741,981 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,215,317 | 766,546 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $728,526 | 485,684 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,348,954 | 468,387 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,284,261 | 352,819 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,232,250 | 332,143 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,988,261 | 291,534 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,198,902 | 249,252 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $496,934 | 100,594 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $149,065 | 24,397 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||