Position in MTX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,265,923
+$1,710,676 QoQ
Shares Held
57,671
+60.1% QoQ
Ownership
0.185%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#55
of 295 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MTX Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Creative Planning holds $330,738,943 across 44 Specialty Chemicals names. MTX ranks #24 (1.3% 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 MTX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,265,923 | 57,671 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,555,247 | 36,030 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,303,293 | 21,383 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $796,253 | 12,818 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $376,954 | 6,845 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $226,182 | 3,558 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $224,819 | 2,950 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $231,434 | 2,783 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||