Position in APD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,064,866
+$19,526 QoQ
Shares Held
7,043
+0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#626
of 1,766 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $8,403,286 across 12 Specialty Chemicals names. APD ranks #1 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
This page
|
7,043 | $2,064,866 | |
| 2 | DD |
DuPont de Nemours, Inc.
|
14,455 | $1,960,675 | |
| 3 | ECL |
Ecolab Inc.
|
5,579 | $1,554,365 | |
| 4 | LIN |
Linde PLC
|
2,502 | $1,298,387 | |
| 5 | SHW |
Sherwin Williams Co
|
3,000 | $1,032,960 | |
| 6 | EMN |
Eastman Chemical Co
|
5,005 | $335,234 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
874 | $77,436 | |
| 8 | ASH |
Ashland Inc.
|
794 | $52,316 |
All Filings in APD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,064,866 | 7,043 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,045,340 | 7,041 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,739,267 | 7,041 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,935,766 | 7,098 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,002,626 | 7,100 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $2,020,496 | 6,851 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $1,979,523 | 6,825 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $2,296,468 | 7,713 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $2,004,016 | 7,766 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $1,674,327 | 6,911 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $1,929,468 | 7,047 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $1,995,136 | 7,040 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $2,108,691 | 7,040 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $2,007,597 | 6,990 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $2,140,865 | 6,945 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $1,642,142 | 7,056 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $1,656,426 | 6,888 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $1,721,380 | 6,888 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $2,095,742 | 6,888 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $1,764,085 | 6,888 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $2,164,504 | 7,524 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $2,106,955 | 7,489 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $2,043,958 | 7,481 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $2,291,734 | 7,694 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $1,937,957 | 8,026 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $1,608,656 | 8,059 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||