Position in CBT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$589,875
+$142,308 QoQ
Shares Held
6,495
+9.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#198
of 388 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBT Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $28,695,083 across 16 Specialty Chemicals names. CBT ranks #12 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
13,509 | $7,010,360 | |
| 2 | APD |
Air Products & Chemicals, Inc.
|
20,997 | $6,155,900 | |
| 3 | ECL |
Ecolab Inc.
|
10,413 | $2,901,165 | |
| 4 | SHW |
Sherwin Williams Co
|
6,644 | $2,287,662 | |
| 5 | RPM |
Rpm International Inc/De/
|
15,895 | $1,766,729 | |
| 6 | DD |
DuPont de Nemours, Inc.
|
12,859 | $1,744,194 | |
| 7 | ALB |
Albemarle Corp
|
9,224 | $1,245,516 | |
| 8 | PPG |
Ppg Industries Inc
|
8,938 | $1,084,090 |
All Filings in CBT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,875 | 6,495 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $447,567 | 5,943 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $221,176 | 3,337 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $200,619 | 2,638 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $200,625 | 2,675 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $377,039 | 4,535 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $263,155 | 2,882 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $510,453 | 4,567 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $419,202 | 4,562 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $421,999 | 4,577 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $381,511 | 4,569 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $240,089 | 3,466 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $219,265 | 3,278 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $257,357 | 3,358 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $216,828 | 3,244 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $309,994 | 4,852 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $315,505 | 4,946 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $330,009 | 4,824 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $271,165 | 4,825 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $241,277 | 4,814 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||