Position in DD
as of Sep 30, 2026
· filed Oct 8, 2026
Position Value
$248,869
-$9,660 QoQ
Shares Held
1,916
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#13
of 42 holders
Holding Since
Mar 2020
27 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Sep 30, 2026Valeo Financial Advisors, LLC holds $6,791,929 across 10 Specialty Chemicals names. DD ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CLMT |
Calumet, Inc. /DE
|
38,613 | $2,022,548 | |
| 2 | LIN |
Linde PLC
|
3,477 | $1,650,358 | |
| 3 | ECL |
Ecolab Inc.
|
3,052 | $838,018 | |
| 4 | APD |
Air Products & Chemicals, Inc.
|
2,730 | $759,567 | |
| 5 | SHW |
Sherwin Williams Co
|
1,905 | $615,829 | |
| 6 | EMN |
Eastman Chemical Co
|
5,346 | $346,634 | |
| 7 | DD |
DuPont de Nemours, Inc.
This page
|
1,916 | $248,869 | |
| 8 | PPG |
Ppg Industries Inc
|
2,060 | $214,919 |
All Filings in DD
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $248,869 | 1,916 | Shares | Sole | 2026-10-08 | |
| 2026-06-30 | $258,529 | 1,906 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $260,785 | 5,694 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $302,022 | 7,513 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $562,126 | 7,216 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $508,594 | 7,415 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $480,192 | 6,430 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $488,457 | 6,406 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $579,838 | 6,507 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $568,259 | 7,060 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $560,457 | 7,310 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $542,279 | 7,049 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $564,124 | 7,563 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $534,728 | 7,485 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $550,189 | 7,666 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $509,302 | 7,421 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $294,184 | 5,837 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $331,645 | 5,967 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $470,764 | 6,398 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $361,813 | 4,479 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $398,761 | 5,865 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $321,251 | 4,150 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $325,889 | 4,217 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $289,915 | 4,077 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $213,043 | 3,840 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $190,258 | 3,581 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $140,628 | 4,124 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||