Position in CBT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,089
+$261 QoQ
Shares Held
12
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#367
of 388 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $1,498,490 across 20 Specialty Chemicals names. CBT ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
|
1,253 | $367,354 | |
| 2 | ECL |
Ecolab Inc.
|
1,252 | $348,819 | |
| 3 | LIN |
Linde PLC
|
590 | $306,174 | |
| 4 | SHW |
Sherwin Williams Co
|
702 | $241,712 | |
| 5 | DD |
DuPont de Nemours, Inc.
|
644 | $87,352 | |
| 6 | LYB |
LyondellBasell Industries N.V.
|
939 | $49,438 | |
| 7 | EMN |
Eastman Chemical Co
|
319 | $21,366 | |
| 8 | SOLS |
Solstice Advanced Materials Inc.
|
241 | $21,352 |
All Filings in CBT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,089 | 12 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $828 | 11 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $331 | 5 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||