Valeo Financial Advisors, LLC
Position in APD — Air Products & Chemicals, Inc.
CIK 1722641
CARMEL, IN
Position in APD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$767,838
+$48,004 QoQ
Shares Held
2,619
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#917
of 1,766 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $6,074,125 across 9 Specialty Chemicals names. APD ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
3,197 | $1,659,051 | |
| 2 | CLMT |
Calumet, Inc. /DE
|
37,853 | $1,363,465 | |
| 3 | ECL |
Ecolab Inc.
|
2,926 | $815,212 | |
| 4 | APD |
Air Products & Chemicals, Inc.
This page
|
2,619 | $767,838 | |
| 5 | SHW |
Sherwin Williams Co
|
1,856 | $639,057 | |
| 6 | EMN |
Eastman Chemical Co
|
5,120 | $342,937 | |
| 7 | PPG |
Ppg Industries Inc
|
1,933 | $234,453 | |
| 8 | SOLS |
Solstice Advanced Materials Inc.
|
2,643 | $234,169 |
All Filings in APD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $767,838 | 2,619 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $719,834 | 2,478 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $811,460 | 3,285 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,236,512 | 4,534 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,034,596 | 3,668 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $872,078 | 2,957 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $881,431 | 3,039 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $914,657 | 3,072 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $808,986 | 3,135 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $806,032 | 3,327 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $902,718 | 3,297 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,101,575 | 3,887 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,090,888 | 3,642 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $907,296 | 3,159 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $933,719 | 3,029 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $612,778 | 2,633 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $376,110 | 1,564 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $232,916 | 932 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $264,401 | 869 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $228,962 | 894 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $183,996 | 654 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $202,456 | 741 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $211,778 | 711 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $343,114 | 1,421 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $260,291 | 1,304 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||