Position in CBT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,269
+$558 QoQ
Shares Held
36
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#341
of 388 holders
Holding Since
Sep 2025
4 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, 2026Physician Wealth Advisors, Inc. holds $488,397 across 23 Specialty Chemicals names. CBT ranks #14 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
277 | $143,746 | |
| 2 | SHW |
Sherwin Williams Co
|
371 | $127,742 | |
| 3 | ECL |
Ecolab Inc.
|
239 | $66,587 | |
| 4 | APD |
Air Products & Chemicals, Inc.
|
143 | $41,924 | |
| 5 | PPG |
Ppg Industries Inc
|
163 | $19,770 | |
| 6 | WDFC |
Wd 40 Co
|
62 | $15,105 | |
| 7 | ASH |
Ashland Inc.
|
181 | $11,926 | |
| 8 | SOLS |
Solstice Advanced Materials Inc.
|
119 | $10,543 |
All Filings in CBT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,269 | 36 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,711 | 36 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,590 | 24 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $988 | 13 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||