Forum Financial Management, LP

Position in SCL — Stepan Co

CIK 1911832 LOMBARD, IL

Position in SCL

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$294,632

-$1,604 QoQ

Shares Held

5,895

-5.8% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Basic Materials · as of Mar 31, 2026

Forum Financial Management, LP holds $2,678,247 across 5 Specialty Chemicals names. SCL ranks #4 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APD	Air Products & Chemicals, Inc.	3,361	$976,336
2	ODC	Oil-Dri Corp of America	12,680	$825,341
3	SHW	Sherwin Williams Co	971	$311,254
4	SCL	Stepan Co This page	5,895	$294,632
5	LIN	Linde PLC	546	$270,684

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$294,632	5,895	-5.8%	Shares	Sole	2026-04-23
2025-12-31	$296,236	6,255	0.0%	Shares	Sole	2026-01-27
2025-09-30	$298,363	6,255	0.0%	Shares	Sole	2025-10-24
2025-06-30	$341,397	6,255	-3.1%	Shares	Sole	2025-07-30
2025-03-31	$355,283	6,455	-2.3%	Shares	Sole	2025-05-02
2024-12-31	$427,408	6,606	+4.0%	Shares	Sole	2025-02-20
2024-09-30	$490,460	6,349	0.0%	Shares	Sole	2024-10-29
2024-06-30	$533,062	6,349	+0.0%	Shares	Sole	2024-07-30
2024-03-31	$571,573	6,348	+2.4%	Shares	Sole	2024-05-09
2023-12-31	$586,020	6,198	-5.7%	Shares	Sole	2024-02-07
2023-09-30	$492,777	6,573	0.0%	Shares	Sole	2023-11-06
2023-06-30	$628,115	6,573	0.0%	Shares	Sole	2023-07-26
2023-03-31	$677,216	6,573	0.0%	Shares	Sole	2023-04-19
2022-12-31	$699,761	6,573	0.0%	Shares	Sole	2023-01-24
2022-09-30	$615,692	6,573	+6.1%	Shares	Sole	2022-11-07
2022-06-30	$628,167	6,198	-4.5%	Shares	Sole	2022-08-15
2022-03-31	$641,375	6,491	+1.6%	Shares	Sole	2022-05-16
2021-12-31	$794,337	6,391	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.