Position in NEU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,042,981
+$504,701 QoQ
Shares Held
2,582
+7.6% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#122
of 421 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in NEU Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $52,738,143 across 19 Specialty Chemicals names. NEU ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
28,727 | $14,907,589 | |
| 2 | ECL |
Ecolab Inc.
|
31,703 | $8,832,772 | |
| 3 | APD |
Air Products & Chemicals, Inc.
|
26,543 | $7,781,876 | |
| 4 | SHW |
Sherwin Williams Co
|
15,955 | $5,493,625 | |
| 5 | ESI |
Element Solutions Inc
|
63,428 | $3,028,687 | |
| 6 | NEU |
Newmarket Corp
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|
2,582 | $2,042,981 | |
| 7 | RPM |
Rpm International Inc/De/
|
18,063 | $2,007,702 | |
| 8 | EMN |
Eastman Chemical Co
|
21,797 | $1,459,963 |
All Filings in NEU
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,042,981 | 2,582 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,538,280 | 2,400 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,319,502 | 3,375 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,884,655 | 3,483 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,470,515 | 3,576 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $2,037,520 | 3,597 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $1,719,250 | 3,254 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $1,862,628 | 3,375 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $1,867,910 | 3,623 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $2,963,675 | 4,670 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $2,613,979 | 4,789 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $2,350,281 | 5,165 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $2,283,237 | 5,678 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $2,241,707 | 6,142 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $2,018,170 | 6,487 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,026,390 | 6,736 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,088,662 | 6,940 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,473,982 | 4,544 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,780,087 | 5,194 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,638,001 | 7,787 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,507,258 | 7,787 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,907,463 | 7,648 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $1,933,423 | 5,648 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||