Root Financial Partners, LLC
Position in APD — Air Products & Chemicals, Inc.
CIK 1977181
ENCINITAS, CA
Position in APD
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$128,687
+$23,210 QoQ
Shares Held
443
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026Root Financial Partners, LLC holds $2,200,002 across 38 Specialty Chemicals names. APD ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
|
1,616 | $429,888 | |
| 2 | LIN |
Linde PLC
|
771 | $382,230 | |
| 3 | DD |
DuPont de Nemours, Inc.
|
2,307 | $316,981 | |
| 4 | SHW |
Sherwin Williams Co
|
420 | $134,631 | |
| 5 | ALB |
Albemarle Corp
|
722 | $129,620 | |
| 6 | APD |
Air Products & Chemicals, Inc.
This page
|
443 | $128,687 | |
| 7 | LYB |
LyondellBasell Industries N.V.
|
1,247 | $100,458 | |
| 8 | EMN |
Eastman Chemical Co
|
998 | $76,167 |
All Filings in APD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $128,687 | 443 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $105,477 | 427 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $110,451 | 405 | Shares | Sole | 2025-10-29 | |
| 2024-12-31 | $267,416 | 922 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||