Holdings
Select Chemicals Portfolio
As of May 31, 2026, Select Chemicals Portfolio reported 28 positions worth US$435M. Largest: Linde Plc, Sherwin-williams Company (the) and Element Solutions Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Linde Plc | 218K | US$109M | −10,100 | May 31, 2026 |
| Sherwin-williams Company (the) | 220K | US$66.9M | +1,500 | May 31, 2026 |
| Element Solutions Inc. | 749K | US$31.8M | −138K | May 31, 2026 |
| Corteva, Inc. | 276K | US$21.6M | −11,500 | May 31, 2026 |
| Air Products And Chemicals, Inc. | 68,011 | US$18.9M | no change | May 31, 2026 |
| Ppg Industries, Inc. | 165K | US$18.7M | −3,900 | May 31, 2026 |
| Ecolab Inc. | 72,600 | US$18.6M | −700 | May 31, 2026 |
| Scotts Miracle-gro Company (the) | 283K | US$16.7M | +63,600 | May 31, 2026 |
| Lyondellbasell Industries Nv | 216K | US$14.4M | +30,800 | May 31, 2026 |
| Ingevity Corporation | 201K | US$13.6M | +13,700 | May 31, 2026 |