True North Advisors, LLC

Position in APD — Air Products & Chemicals, Inc.

CIK 1634556 Dallas, TX

Position in APD

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$327,775

-$157,052 QoQ

Shares Held

1,118

-33.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,249

of 1,766 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

True North Advisors, LLC holds $3,895,881 across 5 Specialty Chemicals names. APD ranks #4 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DD	DuPont de Nemours, Inc.	13,659	$1,852,706
2	SHW	Sherwin Williams Co	2,201	$757,848
3	LIN	Linde PLC	1,289	$668,913
4	APD	Air Products & Chemicals, Inc. This page	1,118	$327,775
5	ECL	Ecolab Inc.	1,036	$288,639

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$327,775	1,118	-33.0%	Shares	Sole	2026-07-22
2026-03-31	$484,827	1,669	-62.4%	Shares	Sole	2026-05-07
2025-12-31	$1,096,521	4,439	+5.8%	Shares	Sole	2026-01-22
2025-09-30	$1,144,605	4,197	+1.9%	Shares	Sole	2025-10-14
2025-06-30	$1,162,087	4,120	-3.6%	Shares	Sole	2025-07-16
2025-03-31	$1,261,077	4,276	-2.8%	Shares	Sole	2025-05-12
2024-12-31	$1,276,466	4,401	+5.3%	Shares	Sole	2025-01-17
2024-09-30	$1,244,553	4,180	-3.6%	Shares	Sole	2024-10-08
2024-06-30	$1,118,646	4,335	0.0%	Shares	Sole	2024-08-12
2024-03-31	$1,050,240	4,335	-11.4%	Shares	Sole	2024-04-12
2023-12-31	$1,339,977	4,894	-6.7%	Shares	Sole	2024-01-22
2023-09-30	$1,486,149	5,244	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,570,735	5,244	+27.3%	Shares	Sole	2023-08-10
2023-03-31	$1,183,305	4,120	+13.3%	Shares	Sole	2023-05-15
2022-12-31	$1,120,525	3,635	-12.4%	Shares	Sole	2023-02-13
2022-09-30	$965,829	4,150	+12.0%	Shares	Sole	2022-11-14
2022-06-30	$890,978	3,705	+1.9%	Shares	Sole	2022-07-28
2022-03-31	$908,422	3,635	-0.2%	Shares	Sole	2022-05-12
2021-12-31	$1,108,114	3,642	-1.1%	Shares	Sole	2022-02-11
2021-09-30	$942,997	3,682	+1.6%	Shares	Sole	2022-06-07
2021-06-30	$1,042,552	3,624	+0.4%	Shares	Sole	2022-06-07
2021-03-31	$1,015,074	3,608	-14.0%	Shares	Sole	2022-06-07
2020-12-31	$1,146,431	4,196	-3.1%	Shares	Sole	2022-05-20
2020-09-30	$1,290,329	4,332	+3.5%	Shares	Sole	2022-05-20
2020-06-30	$1,010,268	4,184	+2.2%	Shares	Sole	2022-05-20
2020-03-31	$816,804	4,092	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.