Position in IOSP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,748,107
-$672,695 QoQ
Shares Held
37,635
-15.8% QoQ
Ownership
0.153%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0.21522518931845358.ToString("F0")%
Shared 0.ToString("F0")%
None 99.78477481068154.ToString("F0")%
Common Shares in IOSP Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026Creative Planning holds $281,180,793 across 42 Specialty Chemicals names. IOSP ranks #24 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
107,702 | $53,394,342 | |
| 2 | DD |
DuPont de Nemours, Inc.
|
207,256 | $28,476,974 | |
| 3 | APD |
Air Products & Chemicals, Inc.
|
88,201 | $25,621,508 | |
| 4 | SHW |
Sherwin Williams Co
|
73,083 | $23,426,755 | |
| 5 | ECL |
Ecolab Inc.
|
66,969 | $17,815,093 | |
| 6 | EMN |
Eastman Chemical Co
|
164,389 | $12,546,168 | |
| 7 | PPG |
Ppg Industries Inc
|
100,355 | $10,725,942 | |
| 8 | CBT |
Cabot Corp
|
129,742 | $9,770,870 |
All Filings in IOSP
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,748,107 | 37,635 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,420,802 | 44,693 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,051,767 | 13,631 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $337,621 | 4,015 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $502,838 | 5,307 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $522,454 | 4,747 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $385,297 | 3,407 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $588,533 | 4,762 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $588,868 | 4,567 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $367,748 | 2,984 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $252,331 | 2,469 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $207,006 | 2,061 | Shares | Sole | 2023-07-21 | |
| 2020-12-31 | $374,351 | 4,126 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $261,258 | 4,126 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $357,358 | 4,626 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $321,460 | 4,626 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||