CONFLUENCE INVESTMENT MANAGEMENT LLC

Position in APD — Air Products & Chemicals, Inc.

CIK 1442056 ST. LOUIS, MO

Position in APD

as of Jun 30, 2026 · filed Jul 1, 2026 Compact

Position Value

$59,485,341

-$3,692,457 QoQ

Shares Held

202,897

-6.7% QoQ

Ownership

0.091%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

of 70 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99.78806980881926.ToString("F0")% Shared 0.ToString("F0")% None 0.2119301911807469.ToString("F0")%

Basic Materials · as of Jun 30, 2026

CONFLUENCE INVESTMENT MANAGEMENT LLC holds $244,698,897 across 4 Specialty Chemicals names. APD ranks #2 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LIN	Linde PLC	270,727	$140,491,069
2	APD	Air Products & Chemicals, Inc. This page	202,897	$59,485,341
3	ECL	Ecolab Inc.	83,581	$23,286,502
4	SHW	Sherwin Williams Co	62,256	$21,435,985

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$59,485,341	202,897	-6.7%	Shares	Sole	2026-07-01
2026-03-31	$63,177,798	217,487	+14.3%	Shares	Sole	2026-04-01
2025-12-31	$47,007,658	190,299	-6.1%	Shares	Sole	2026-01-05
2025-09-30	$55,240,526	202,554	-1.7%	Shares	Sole	2025-10-14
2025-06-30	$58,093,077	205,960	-0.3%	Shares	Sole	2025-07-01
2025-03-31	$60,946,396	206,654	+128.3%	Shares	Sole	2025-04-01
2024-12-31	$26,252,970	90,515	-1.5%	Shares	Sole	2025-01-02
2024-09-30	$27,357,244	91,883	+0.0%	Shares	Sole	2024-10-31
2024-06-30	$23,709,892	91,881	+14.3%	Shares	Sole	2024-07-01
2024-03-31	$19,480,688	80,409	+2.2%	Shares	Sole	2024-04-01
2023-12-31	$21,546,691	78,695	-0.5%	Shares	Sole	2024-11-05
2023-09-30	$22,422,041	79,118	+0.9%	Shares	Sole	2023-10-10
2023-06-30	$23,496,331	78,444	+1.3%	Shares	Sole	2023-07-03
2023-03-31	$22,247,286	77,460	+0.9%	Shares	Sole	2023-04-04
2022-12-31	$23,656,797	76,743	+0.2%	Shares	Sole	2023-01-04
2022-09-30	$17,817,808	76,560	+1.3%	Shares	Sole	2022-10-03
2022-06-30	$18,170,187	75,558	+1.6%	Shares	Sole	2022-07-12
2022-03-31	$18,591,554	74,393	+2.1%	Shares	Sole	2022-04-04
2021-12-31	$22,163,515	72,844	-21.7%	Shares	Sole	2022-01-04
2021-09-30	$23,820,278	93,008	-16.9%	Shares	Sole	2021-10-04
2021-06-30	$32,185,350	111,879	+0.7%	Shares	Sole	2021-07-01
2021-03-31	$31,247,871	111,068	-0.4%	Shares	Sole	2021-04-05
2020-12-31	$30,462,117	111,493	-2.8%	Shares	Sole	2021-01-25
2020-09-30	$34,148,457	114,646	-3.0%	Shares	Sole	2020-10-19
2020-06-30	$28,525,360	118,137	-0.8%	Shares	Sole	2020-07-01
2020-03-31	$23,759,578	119,030	—	Shares	Sole	2020-06-03
No filing history on record for this holder in this stock.