Position in APD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,066,002
-$44,541 QoQ
Shares Held
3,636
-4.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#808
of 1,766 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Summit Financial, LLC holds $13,241,703 across 10 Specialty Chemicals names. APD ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
8,464 | $4,392,308 | |
| 2 | SHW |
Sherwin Williams Co
|
9,040 | $3,112,652 | |
| 3 | ECL |
Ecolab Inc.
|
4,969 | $1,384,413 | |
| 4 | APD |
Air Products & Chemicals, Inc.
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|
3,636 | $1,066,002 | |
| 5 | LYB |
LyondellBasell Industries N.V.
|
18,093 | $952,596 | |
| 6 | PPG |
Ppg Industries Inc
|
7,356 | $892,209 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
5,726 | $507,323 | |
| 8 | EMN |
Eastman Chemical Co
|
6,806 | $455,865 |
All Filings in APD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,066,002 | 3,636 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,110,543 | 3,823 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $938,181 | 3,798 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,411,053 | 5,174 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,233,448 | 4,373 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,192,656 | 4,044 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $911,015 | 3,141 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $895,899 | 3,009 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $741,893 | 2,875 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $577,571 | 2,384 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $555,814 | 2,030 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $618,095 | 2,181 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $650,878 | 2,173 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $202,483 | 705 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $249,690 | 810 | Shares | Sole | 2023-02-07 | |
| 2021-12-31 | $215,111 | 707 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||