SHELTON CAPITAL MANAGEMENT

Position in LIN — Linde PLC

CIK 1002784 Denver, CO

Position in LIN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$38,976,545

+$3,652,158 QoQ

Shares Held

75,108

+5.4% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#307

of 2,293 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

SHELTON CAPITAL MANAGEMENT holds $44,633,498 across 11 Specialty Chemicals names. LIN ranks #1 (87.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LIN	Linde PLC This page	75,108	$38,976,545
2	SHW	Sherwin Williams Co	5,402	$1,860,016
3	CBT	Cabot Corp	13,185	$1,197,461
4	SOLS	Solstice Advanced Materials Inc.	5,261	$466,124
5	RPM	Rpm International Inc/De/	4,152	$461,494
6	ECL	Ecolab Inc.	1,325	$369,158
7	APD	Air Products & Chemicals, Inc.	1,179	$345,659
8	ESI	Element Solutions Inc	6,335	$302,496

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,976,545	75,108	+5.4%	Shares	Sole	2026-08-14
2026-03-31	$35,324,387	71,253	-6.7%	Shares	Sole	2026-05-15
2025-12-31	$32,574,916	76,397	+1.4%	Shares	Sole	2026-02-17
2025-09-30	$35,792,675	75,353	-1.6%	Shares	Sole	2025-11-14
2025-06-30	$35,940,595	76,603	-2.3%	Shares	Sole	2025-08-13
2025-03-31	$36,500,588	78,388	+3.3%	Shares	Sole	2025-05-15
2024-12-31	$31,777,471	75,901	-0.3%	Shares	Sole	2025-02-13
2024-09-30	$36,298,583	76,120	-0.3%	Shares	Sole	2024-11-14
2024-06-30	$33,507,970	76,361	+11.2%	Shares	Sole	2024-08-13
2024-03-31	$31,898,784	68,700	+314.6%	Shares	Sole	2024-05-15
2023-12-31	$6,805,053	16,569	+49.7%	Shares	Sole	2024-02-14
2023-09-30	$4,121,914	11,070	+85.4%	Shares	Sole	2023-11-14
2023-06-30	$2,275,047	5,970	+82.6%	Shares	Sole	2023-08-10
2023-03-31	$1,162,288	3,270	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.