Position in KWR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$216,857
New position
Shares Held
1,365
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#194
of 312 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $33,976,341 across 17 Specialty Chemicals names. KWR ranks #16 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
|
29,601 | $8,678,420 | |
| 2 | LIN |
Linde PLC
|
14,979 | $7,773,201 | |
| 3 | SHW |
Sherwin Williams Co
|
11,882 | $4,091,209 | |
| 4 | ECL |
Ecolab Inc.
|
9,316 | $2,595,530 | |
| 5 | CLMT |
Calumet, Inc. /DE
|
57,380 | $2,066,827 | |
| 6 | DD |
DuPont de Nemours, Inc.
|
14,017 | $1,901,264 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
12,257 | $1,085,970 | |
| 8 | EMN |
Eastman Chemical Co
|
15,590 | $1,044,217 |
All Filings in KWR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,857 | 1,365 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||