Concurrent Investment Advisors, LLC
Position in APD — Air Products & Chemicals, Inc.
CIK 2001015
Tampa, FL
Position in APD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,678,420
+$1,124,520 QoQ
Shares Held
29,601
+13.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#310
of 1,766 holders
Holding Since
Dec 2023
11 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, 2024CallValue
$29,004
CallShares
100
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, 2026Concurrent Investment Advisors, LLC holds $33,976,341 across 17 Specialty Chemicals names. APD ranks #1 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
This page
|
29,601 | $8,678,420 | |
| 2 | LIN |
Linde PLC
|
14,979 | $7,773,201 | |
| 3 | SHW |
Sherwin Williams Co
|
11,882 | $4,091,209 | |
| 4 | ECL |
Ecolab Inc.
|
9,316 | $2,595,530 | |
| 5 | CLMT |
Calumet, Inc. /DE
|
57,380 | $2,066,827 | |
| 6 | DD |
DuPont de Nemours, Inc.
|
14,017 | $1,901,264 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
12,257 | $1,085,970 | |
| 8 | EMN |
Eastman Chemical Co
|
15,590 | $1,044,217 |
All Filings in APD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,678,420 | 29,601 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $7,553,900 | 26,004 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,037,477 | 20,393 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $3,918,713 | 14,369 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,186,616 | 14,843 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,303,472 | 14,592 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,612,216 | 15,902 | Shares | Sole | 2025-02-03 | |
| 2024-12-31 | $29,004 | 100 | Call | Sole | 2025-02-03 | |
| 2024-09-30 | $29,774 | 100 | Call | Sole | 2024-10-30 | |
| 2024-09-30 | $4,555,124 | 15,299 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $25,805 | 100 | Call | Sole | 2024-07-30 | |
| 2024-06-30 | $4,414,977 | 17,109 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $24,227 | 100 | Call | Sole | 2024-05-07 | |
| 2024-03-31 | $2,944,307 | 12,153 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,734,905 | 13,641 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||