Position in DD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,191,074
+$165,291 QoQ
Shares Held
26,006
+1.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in DD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026EP Wealth Advisors, LLC holds $30,454,834 across 20 Specialty Chemicals names. DD ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
|
47,222 | $12,561,996 | |
| 2 | APD |
Air Products & Chemicals, Inc.
|
18,593 | $5,401,080 | |
| 3 | LIN |
Linde PLC
|
7,124 | $3,531,794 | |
| 4 | SHW |
Sherwin Williams Co
|
6,391 | $2,048,635 | |
| 5 | DD |
DuPont de Nemours, Inc.
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|
26,006 | $1,191,074 | |
| 6 | SOLS |
Solstice Advanced Materials Inc.
|
13,355 | $1,017,116 | |
| 7 | RPM |
Rpm International Inc/De/
|
9,291 | $923,525 | |
| 8 | ECVT |
Ecovyst Inc.
|
39,670 | $510,156 |
All Filings in DD
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,191,074 | 26,006 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,025,783 | 25,517 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,380,030 | 20,120 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,437,590 | 19,250 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,335,061 | 17,509 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,318,739 | 14,799 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $737,047 | 9,157 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $632,604 | 8,251 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $708,910 | 9,215 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $586,724 | 7,866 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $121,162 | 1,696 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $38,486,892 | 536,253 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $537,853 | 7,837 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $438,192 | 7,884 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $542,357 | 7,371 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $625,318 | 7,741 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $510,196 | 7,504 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $621,525 | 8,029 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $614,762 | 7,955 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $460,508 | 6,476 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||