Creative Planning

Position in BCPC — Balchem Corp

CIK 1540235 OVERLAND PARK, KS

Position in BCPC

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$6,730,219

+$2,693,017 QoQ

Shares Held

39,711

+50.8% QoQ

Ownership

0.124%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Basic Materials · as of Mar 31, 2026

Creative Planning holds $262,196,143 across 42 Specialty Chemicals names. BCPC ranks #12 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LIN	Linde PLC	107,702	$53,394,342
2	APD	Air Products & Chemicals, Inc.	88,201	$25,621,508
3	SHW	Sherwin Williams Co	73,083	$23,426,755
4	ECL	Ecolab Inc.	66,969	$17,815,093
5	EMN	Eastman Chemical Co	164,389	$12,546,168
6	PPG	Ppg Industries Inc	100,355	$10,725,942
7	CBT	Cabot Corp	129,742	$9,770,870
8	DD	DuPont de Nemours, Inc.	207,256	$9,492,324

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,730,219	39,711	+50.8%	Shares	Defined	2026-05-12
2025-12-31	$4,037,202	26,325	+71.5%	Shares	Sole	2026-02-17
2025-09-30	$2,304,020	15,354	+42.8%	Shares	Sole	2025-11-14
2025-06-30	$1,711,400	10,750	-9.2%	Shares	Defined	2025-08-08
2025-03-31	$1,965,440	11,840	+9.3%	Shares	Sole	2025-05-15
2024-12-31	$1,765,779	10,833	+10.8%	Shares	Defined	2025-02-14
2024-09-30	$1,720,752	9,777	+33.4%	Shares	Defined	2024-10-11
2024-06-30	$1,128,143	7,328	-0.9%	Shares	Sole	2024-08-15
2024-03-31	$1,146,164	7,397	+61.6%	Shares	Defined	2024-05-13
2023-12-31	$680,977	4,578	+76.3%	Shares	Defined	2024-02-14
2023-09-30	$322,007	2,596	+11.4%	Shares	Defined	2023-11-16
2023-06-30	$314,107	2,330	+16.3%	Shares	Sole	2023-07-21
2023-03-31	$253,339	2,003	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.