Turtle Creek Wealth Advisors, LLC
Position in APD — Air Products & Chemicals, Inc.
CIK 2007171
DALLAS, TX
Position in APD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,582,403
+$473,713 QoQ
Shares Held
15,630
+10.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#439
of 1,766 holders
Holding Since
Dec 2023
7 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 Jun 30, 2026Turtle Creek Wealth Advisors, LLC holds $7,617,242 across 4 Specialty Chemicals names. APD ranks #1 (60.2% of the industry book) .
All Filings in APD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,582,403 | 15,630 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,108,690 | 14,144 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,444,693 | 13,945 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,307,820 | 12,129 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,692,262 | 9,545 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,669,910 | 9,053 | Shares | Sole | 2025-05-01 | |
| 2023-12-31 | $26,832 | 98 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||