Valeo Financial Advisors, LLC

Position in LIN — Linde PLC

CIK 1722641 CARMEL, IN

Position in LIN

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,659,051

+$446,423 QoQ

Shares Held

3,197

+30.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#990

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

Valeo Financial Advisors, LLC holds $6,074,125 across 9 Specialty Chemicals names. LIN ranks #1 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LIN	Linde PLC This page	3,197	$1,659,051
2	CLMT	Calumet, Inc. /DE	37,853	$1,363,465
3	ECL	Ecolab Inc.	2,926	$815,212
4	APD	Air Products & Chemicals, Inc.	2,619	$767,838
5	SHW	Sherwin Williams Co	1,856	$639,057
6	EMN	Eastman Chemical Co	5,120	$342,937
7	PPG	Ppg Industries Inc	1,933	$234,453
8	SOLS	Solstice Advanced Materials Inc.	2,643	$234,169

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,659,051	3,197	+30.7%	Shares	Sole	2026-07-08
2026-03-31	$1,212,628	2,446	-42.5%	Shares	Sole	2026-05-08
2025-12-31	$1,814,715	4,256	-6.0%	Shares	Sole	2026-02-04
2025-09-30	$2,150,800	4,528	-2.4%	Shares	Sole	2025-11-03
2025-06-30	$2,177,464	4,641	+11.8%	Shares	Sole	2025-09-12
2025-03-31	$1,932,871	4,151	-2.7%	Shares	Sole	2025-04-30
2024-12-31	$1,786,464	4,267	-9.0%	Shares	Sole	2025-01-30
2024-09-30	$2,235,042	4,687	+1.3%	Shares	Sole	2024-10-10
2024-06-30	$2,029,935	4,626	+8.8%	Shares	Sole	2024-07-10
2024-03-31	$1,974,288	4,252	+3.3%	Shares	Sole	2024-04-25
2023-12-31	$1,690,071	4,115	+6.2%	Shares	Sole	2024-01-29
2023-09-30	$1,442,483	3,874	+3.1%	Shares	Sole	2023-10-20
2023-06-30	$1,431,336	3,756	-3.6%	Shares	Sole	2023-07-14
2023-03-31	$1,384,794	3,896	—	Shares	Sole	2023-04-17
No filing history on record for this holder in this stock.