Position in CMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$702,926
New position
Shares Held
29,785
first reported quarter
Ownership
0.337%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#37
of 90 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026CM WEALTH ADVISORS LLC holds $2,896,945 across 6 Specialty Chemicals names. CMT ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHW |
Sherwin Williams Co
|
2,427 | $835,664 | |
| 2 | CMT |
Core Molding Technologies Inc
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|
29,785 | $702,926 | |
| 3 | APD |
Air Products & Chemicals, Inc.
|
1,741 | $510,426 | |
| 4 | ODC |
Oil-Dri Corp of America
|
4,313 | $440,831 | |
| 5 | LIN |
Linde PLC
|
399 | $207,057 | |
| 6 | ECL |
Ecolab Inc.
|
718 | $200,041 |
All Filings in CMT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $702,926 | 29,785 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||