Cape Investment Advisory, Inc.

Position in APD — Air Products & Chemicals, Inc.

CIK 1944437 MCDONOUGH, GA

Position in APD

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$963,096

-$82,957 QoQ

Shares Held

3,285

-8.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#838

of 1,766 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $1,915,149 across 16 Specialty Chemicals names. APD ranks #1 (50.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APD	Air Products & Chemicals, Inc. This page	3,285	$963,096
2	ECL	Ecolab Inc.	1,718	$478,651
3	ECVT	Ecovyst Inc.	14,800	$184,260
4	PPG	Ppg Industries Inc	644	$78,110
5	LIN	Linde PLC	132	$68,499
6	SHW	Sherwin Williams Co	162	$55,779
7	IFF	International Flavors & Fragrances Inc	628	$49,750
8	LYB	LyondellBasell Industries N.V.	246	$12,951

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$963,096	3,285	-8.8%	Shares	Sole	2026-07-23
2026-03-31	$1,046,053	3,601	-4.1%	Shares	Defined	2026-05-15
2025-12-31	$927,312	3,754	+4.9%	Shares	Sole	2026-02-17
2025-09-30	$975,791	3,578	-0.9%	Shares	Defined	2025-12-29
2025-06-30	$1,018,518	3,611	+1.1%	Shares	Sole	2025-08-19
2025-03-31	$1,052,864	3,570	-4.5%	Shares	Sole	2025-05-16
2024-12-31	$1,084,169	3,738	-0.7%	Shares	Sole	2025-02-05
2024-09-30	$1,121,288	3,766	-0.1%	Shares	Sole	2024-11-14
2024-06-30	$972,848	3,770	+0.8%	Shares	Sole	2024-08-15
2024-03-31	$906,089	3,740	+1.0%	Shares	Sole	2024-06-21
2023-12-31	$1,013,881	3,703	+2.5%	Shares	Sole	2024-02-12
2023-09-30	$1,024,207	3,614	+3.7%	Shares	Sole	2023-11-07
2023-06-30	$1,044,161	3,486	+2.8%	Shares	Sole	2023-10-12
2023-03-31	$973,929	3,391	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.