Agate Pass Investment Management, LLC

Position in APD — Air Products & Chemicals, Inc.

CIK 1900409 BAINBRIDGE ISLAND, WA

Position in APD

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,689,303

-$114,930 QoQ

Shares Held

5,762

-7.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#671

of 1,766 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Agate Pass Investment Management, LLC holds $2,910,079 across 3 Specialty Chemicals names. APD ranks #1 (58.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APD	Air Products & Chemicals, Inc. This page	5,762	$1,689,303
2	LIN	Linde PLC	1,886	$978,720
3	SHW	Sherwin Williams Co	703	$242,056

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,689,303	5,762	-7.2%	Shares	Sole	2026-07-08
2026-03-31	$1,804,233	6,211	-1.2%	Shares	Sole	2026-04-07
2025-12-31	$1,552,273	6,284	-5.7%	Shares	Sole	2026-01-08
2025-09-30	$1,818,224	6,667	-2.5%	Shares	Sole	2025-10-08
2025-06-30	$1,927,880	6,835	-1.2%	Shares	Sole	2025-07-24
2025-03-31	$2,039,961	6,917	-1.0%	Shares	Sole	2025-04-04
2024-12-31	$2,025,639	6,984	+1.2%	Shares	Sole	2025-01-13
2024-09-30	$2,055,001	6,902	+2.4%	Shares	Sole	2024-10-09
2024-06-30	$1,738,482	6,737	+6.6%	Shares	Sole	2024-07-16
2024-03-31	$1,531,630	6,322	+30.3%	Shares	Sole	2024-04-15
2023-12-31	$1,328,751	4,853	-1.3%	Shares	Sole	2024-01-08
2023-09-30	$1,392,911	4,915	-1.4%	Shares	Sole	2023-10-13
2023-06-30	$1,493,157	4,985	+2.6%	Shares	Sole	2023-07-31
2023-03-31	$1,394,978	4,857	+1.4%	Shares	Sole	2023-05-11
2022-12-31	$1,476,873	4,791	-2.7%	Shares	Sole	2023-02-06
2022-09-30	$1,145,497	4,922	+12.8%	Shares	Sole	2022-10-14
2022-06-30	$1,049,454	4,364	+17.2%	Shares	Sole	2022-08-09
2022-03-31	$930,914	3,725	+24.4%	Shares	Sole	2022-04-28
2021-12-31	$911,258	2,995	—	Shares	Sole	2022-01-21
No filing history on record for this holder in this stock.