Position in APD
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$123,327,239
+$25,144,694 QoQ
Shares Held
424,549
+6.8% QoQ
Ownership
0.191%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 20.635780557721255.ToString("F0")%
Shared 0.ToString("F0")%
None 79.36421944227875.ToString("F0")%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Derivatives in APD
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$394,884
PutShares
1,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026LPL Financial LLC holds $787,769,434 across 40 Specialty Chemicals names. APD ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
379,809 | $188,294,109 | |
| 2 | APD |
Air Products & Chemicals, Inc.
This page
|
424,549 | $123,327,239 | |
| 3 | ALB |
Albemarle Corp
|
514,486 | $92,365,671 | |
| 4 | SHW |
Sherwin Williams Co
|
251,099 | $80,489,784 | |
| 5 | ECL |
Ecolab Inc.
|
279,703 | $74,406,592 | |
| 6 | DD |
DuPont de Nemours, Inc.
|
453,169 | $62,265,420 | |
| 7 | LYB |
LyondellBasell Industries N.V.
|
615,889 | $49,616,017 | |
| 8 | PPG |
Ppg Industries Inc
|
216,438 | $23,132,893 |
All Filings in APD
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $123,327,239 | 424,549 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $98,182,545 | 397,468 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $108,696,101 | 398,563 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $394,884 | 1,400 | Put | Sole | 2025-08-12 | |
| 2025-06-30 | $111,074,099 | 393,796 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $324,412 | 1,100 | Put | Sole | 2025-05-07 | |
| 2025-03-31 | $110,913,218 | 376,079 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $99,970,987 | 344,680 | Shares | Sole | 2025-02-11 | |
| 2024-12-31 | $203,028 | 700 | Put | Sole | 2025-02-11 | |
| 2024-09-30 | $91,801,876 | 308,329 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $78,557,645 | 304,428 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $97,457,952 | 402,270 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $105,051,584 | 383,680 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $101,204,123 | 357,107 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $100,164,329 | 334,405 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $87,520,928 | 304,728 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $71,744,124 | 232,739 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $48,237,481 | 207,268 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $44,721,825 | 185,969 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $35,336,024 | 141,395 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $37,136,454 | 122,055 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $29,508,994 | 115,220 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $28,893,716 | 100,437 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $25,722,634 | 91,429 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $20,958,706 | 76,710 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $16,619,992 | 55,798 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $11,161,488 | 46,225 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,698,005 | 43,575 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||