Position in SHW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,003,907
+$384,666 QoQ
Shares Held
17,437
-0.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#448
of 1,733 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SHW Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Soltis Investment Advisors LLC holds $10,330,537 across 6 Specialty Chemicals names. SHW ranks #1 (58.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHW |
Sherwin Williams Co
This page
|
17,437 | $6,003,907 | |
| 2 | ALB |
Albemarle Corp
|
15,404 | $2,080,002 | |
| 3 | LIN |
Linde PLC
|
2,549 | $1,322,778 | |
| 4 | APD |
Air Products & Chemicals, Inc.
|
1,292 | $378,788 | |
| 5 | LYB |
LyondellBasell Industries N.V.
|
5,336 | $280,940 | |
| 6 | ECL |
Ecolab Inc.
|
948 | $264,122 |
All Filings in SHW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,003,907 | 17,437 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5,619,241 | 17,530 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,673,441 | 17,509 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $6,140,574 | 17,734 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,095,670 | 17,753 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,154,822 | 17,626 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,775,188 | 8,164 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,078,931 | 8,067 | Shares | Sole | 2025-01-03 | |
| No filing history on record for this holder in this stock. | ||||||