Position in APD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,837,324
+$886,904 QoQ
Shares Held
30,143
+10.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#308
of 1,766 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Derivatives in APD
reported options exposure · as of Dec 31, 2025CallValue
$419,934
CallShares
1,700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Arkadios Wealth Advisors holds $20,277,564 across 15 Specialty Chemicals names. APD ranks #1 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
This page
|
30,143 | $8,837,324 | |
| 2 | LIN |
Linde PLC
|
3,636 | $1,886,864 | |
| 3 | ECL |
Ecolab Inc.
|
6,102 | $1,700,077 | |
| 4 | SOLS |
Solstice Advanced Materials Inc.
|
18,580 | $1,646,187 | |
| 5 | ALB |
Albemarle Corp
|
11,200 | $1,512,335 | |
| 6 | DD |
DuPont de Nemours, Inc.
|
9,848 | $1,335,782 | |
| 7 | SHW |
Sherwin Williams Co
|
3,034 | $1,044,666 | |
| 8 | PPG |
Ppg Industries Inc
|
4,005 | $485,765 |
All Filings in APD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,837,324 | 30,143 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,950,420 | 27,369 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $6,227,126 | 25,209 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $419,934 | 1,700 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $463,624 | 1,700 | Call | Sole | 2025-10-29 | |
| 2025-09-30 | $6,091,200 | 22,335 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,609,326 | 19,887 | Shares | Sole | 2025-08-04 | |
| 2025-06-30 | $479,502 | 1,700 | Call | Sole | 2025-08-04 | |
| 2025-03-31 | $4,593,968 | 15,577 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,807,065 | 13,126 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,200,407 | 10,749 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,453,281 | 9,507 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,963,113 | 8,103 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $257,645 | 941 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $265,829 | 938 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $254,600 | 850 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $246,138 | 857 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $271,268 | 880 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $201,078 | 864 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $207,774 | 864 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $53,783 | 210 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $77,961 | 271 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $47,546 | 169 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $39,890 | 146 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $13,701 | 46 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $11,107 | 46 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||