Position in KWR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,761,636
+$797,312 QoQ
Shares Held
17,383
+9.9% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#81
of 313 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in KWR Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Creative Planning holds $330,391,999 across 43 Specialty Chemicals names. KWR ranks #25 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
126,813 | $65,808,338 | |
| 2 | APD |
Air Products & Chemicals, Inc.
|
86,337 | $25,312,281 | |
| 3 | SHW |
Sherwin Williams Co
|
72,521 | $24,970,430 | |
| 4 | ECL |
Ecolab Inc.
|
69,072 | $19,244,149 | |
| 5 | PPG |
Ppg Industries Inc
|
152,439 | $18,489,326 | |
| 6 | CBT |
Cabot Corp
|
185,488 | $16,846,019 | |
| 7 | EMN |
Eastman Chemical Co
|
208,935 | $13,994,466 | |
| 8 | IFF |
International Flavors & Fragrances Inc
|
152,579 | $12,087,307 |
All Filings in KWR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,761,636 | 17,383 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,964,324 | 15,812 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,176,638 | 15,852 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,719,468 | 13,051 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,266,712 | 11,316 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $810,263 | 6,555 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $390,468 | 2,774 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $394,771 | 2,343 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $404,224 | 2,382 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $286,939 | 1,398 | Shares | Defined | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||