Position in SHW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$639,057
+$67,517 QoQ
Shares Held
1,856
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,008
of 1,733 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHW Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $6,074,125 across 9 Specialty Chemicals names. SHW ranks #5 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
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
This page
|
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 |
All Filings in SHW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,057 | 1,856 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $571,540 | 1,783 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $859,327 | 2,652 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,025,275 | 2,961 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,114,203 | 3,245 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $1,006,016 | 2,881 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,027,948 | 3,024 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,094,629 | 2,868 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $786,661 | 2,636 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $848,527 | 2,443 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $652,182 | 2,091 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $552,693 | 2,167 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $521,481 | 1,964 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $559,677 | 2,490 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $246,823 | 1,040 | Shares | Sole | 2023-02-09 | |
| 2022-03-31 | $276,578 | 1,108 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $261,302 | 742 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $201,405 | 720 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $94,465 | 128 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $60,262 | 82 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $59,222 | 85 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $68,764 | 119 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $37,680 | 82 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||