Forum Financial Management, LP

Position in SCL — Stepan Co

CIK 1911832 LOMBARD, IL

Position in SCL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$328,469

+$33,837 QoQ

Shares Held

5,895

0.0% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#127

of 230 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Forum Financial Management, LP holds $3,789,018 across 5 Specialty Chemicals names. SCL ranks #4 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ODC	Oil-Dri Corp of America	18,050	$1,844,890
2	APD	Air Products & Chemicals, Inc.	3,404	$997,984
3	SHW	Sherwin Williams Co	971	$334,334
4	SCL	Stepan Co This page	5,895	$328,469
5	LIN	Linde PLC	546	$283,341

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$328,469	5,895	0.0%	Shares	Sole	2026-07-23
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.