Cerro Pacific Wealth Advisors LLC

Position in APD — Air Products & Chemicals, Inc.

CIK 1842669 San Luis Obispo, CA

Position in APD

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$375,270

-$71,213 QoQ

Shares Held

1,280

-16.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,197

of 1,766 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Cerro Pacific Wealth Advisors LLC holds $1,718,371 across 4 Specialty Chemicals names. APD ranks #3 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LIN	Linde PLC	1,257	$652,307
2	ASH	Ashland Inc.	6,719	$442,714
3	APD	Air Products & Chemicals, Inc. This page	1,280	$375,270
4	SOLS	Solstice Advanced Materials Inc.	2,800	$248,080

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$375,270	1,280	-16.7%	Shares	Sole	2026-07-15
2026-03-31	$446,483	1,537	-9.5%	Shares	Sole	2026-04-13
2025-12-31	$419,439	1,698	-6.1%	Shares	Sole	2026-02-02
2025-09-30	$493,077	1,808	-15.6%	Shares	Sole	2025-10-28
2025-06-30	$604,172	2,142	-6.5%	Shares	Sole	2025-07-25
2025-03-31	$675,661	2,291	+0.5%	Shares	Sole	2025-04-08
2024-12-31	$661,001	2,279	-0.2%	Shares	Sole	2025-01-17
2024-09-30	$679,740	2,283	0.0%	Shares	Sole	2024-10-09
2024-06-30	$589,128	2,283	+15.0%	Shares	Sole	2024-08-09
2023-03-31	$570,111	1,985	-8.7%	Shares	Sole	2023-05-10
2022-12-31	$670,465	2,175	+0.1%	Shares	Other	2023-01-19
2022-09-30	$505,722	2,173	+5.6%	Shares	Other	2022-10-12
2022-06-30	$494,907	2,058	-12.1%	Shares	Other	2022-07-18
2022-03-31	$585,289	2,342	+0.6%	Shares	Other	2022-04-13
2021-12-31	$708,621	2,329	-8.1%	Shares	Other	2022-01-19
2021-09-30	$648,982	2,534	-26.7%	Shares	Other	2021-11-09
2021-06-30	$994,509	3,457	-23.2%	Shares	Other	2021-08-16
2020-12-31	$1,230,036	4,502	—	Shares	Other	2021-02-12
No filing history on record for this holder in this stock.