Position in APD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$104,078
New position
Shares Held
355
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,515
of 1,766 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Planning Strategies Inc. holds $146,867 across 12 Specialty Chemicals names. APD ranks #1 (70.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
This page
|
355 | $104,078 | |
| 2 | LIN |
Linde PLC
|
43 | $22,314 | |
| 3 | PPG |
Ppg Industries Inc
|
55 | $6,670 | |
| 4 | ECL |
Ecolab Inc.
|
13 | $3,621 | |
| 5 | SOLS |
Solstice Advanced Materials Inc.
|
28 | $2,480 | |
| 6 | IFF |
International Flavors & Fragrances Inc
|
27 | $2,138 | |
| 7 | SHW |
Sherwin Williams Co
|
4 | $1,377 | |
| 8 | DD |
DuPont de Nemours, Inc.
|
10 | $1,356 |
All Filings in APD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,078 | 355 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||