Position in APD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,029,650
-$266,901 QoQ
Shares Held
30,799
-3.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#303
of 1,766 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Waverly Advisors, LLC holds $58,569,243 across 13 Specialty Chemicals names. APD ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
|
116,471 | $32,449,985 | |
| 2 | APD |
Air Products & Chemicals, Inc.
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|
30,799 | $9,029,650 | |
| 3 | LIN |
Linde PLC
|
16,576 | $8,601,949 | |
| 4 | ALB |
Albemarle Corp
|
22,129 | $2,988,078 | |
| 5 | SHW |
Sherwin Williams Co
|
4,647 | $1,600,055 | |
| 6 | SOLS |
Solstice Advanced Materials Inc.
|
8,845 | $783,667 | |
| 7 | PPG |
Ppg Industries Inc
|
6,036 | $732,106 | |
| 8 | DD |
DuPont de Nemours, Inc.
|
4,484 | $608,209 |
All Filings in APD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,029,650 | 30,799 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,296,551 | 32,003 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,664,042 | 31,026 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,864,233 | 17,836 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,187,647 | 18,392 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,100,051 | 17,293 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,247,693 | 18,093 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,331,791 | 4,473 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,275,024 | 4,941 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,602,615 | 6,615 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,946,991 | 7,111 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,845,783 | 6,513 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,340,695 | 4,476 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,283,827 | 4,470 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $1,409,364 | 4,572 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||