Iron Gate Global Advisors LLC APD — AIR PRODS & CHEMS INC

Ownership history in Iron Gate Global Advisors LLC  ·  8 quarters on record

AI Ownership Summary

Iron Gate Global Advisors LLC reported AIR PRODS & CHEMS INC (APD) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.66% in 2025 Q4. The latest visible filing shows APD at 2.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Iron Gate Global Advisors LLC's position in AIR PRODS & CHEMS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

APD was reported at 2.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.66% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

APD stock page Iron Gate Global Advisors LLC fund profile Iron Gate Global Advisors LLC full holdings
How Iron Gate Global Advisors LLC held APD — position size vs. price
% of Fund (quarterly)    APD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 105,054 +43,925 +71.9% 2.66% $26.0M 2026-02-14 (Est.) $278.00
2025 Q3 REDUCED — — — 61,129 -405 -0.7% 1.70% $16.6M 2025-11-14 $255.86
2025 Q2 ADDED — — — 61,534 +8,347 +15.7% 1.93% $17.4M 2025-08-14 $286.35
2025 Q1 ADDED — — — 53,187 +198 +0.4% 2.52% $15.7M 2025-05-15 $267.25
2024 Q4 ADDED — — — 52,989 +368 +0.7% 2.17% $15.4M 2025-02-13 $305.06
2024 Q3 ADDED — — — 52,621 +2,146 +4.3% 2.42% $15.7M 2024-11-14 $303.89
2024 Q2 ADDED — — — 50,475 +4,056 +8.7% 2.15% $13.0M 2024-08-14 $264.42
2024 Q1 INITIATED — — — 46,419 — — 2.01% $11.3M 2024-05-15 $238.96

🏢 Other funds also holding APD

As of 2026 Q1 — sorted by position size

Tiller Private Wealth, Inc. 3Y 7Y 4.32% SPRING CAPITAL MANAGEMENT, LLC 3Y 3.01% Two Point Capital Management, Inc. 3Y 2.86% Clark & Stuart, Inc 2.62% A. D. Beadell Investment Counsel, Inc. 3Y 7Y 2.22% BNC WEALTH MANAGEMENT, LLC 3Y 2.18% Crescent Sterling, Ltd. 3Y 2.13% Compass Wealth Management LLC 3Y 2.11% Franklin, Parlapiano, Turner & Welch, LLC 3Y 7Y 2.1% CrossGen Wealth, LLC 2.04%

FAQ About Iron Gate Global Advisors LLC and APD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Iron Gate Global Advisors LLC reported owning APD?

Iron Gate Global Advisors LLC reported APD across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported APD position in Iron Gate Global Advisors LLC's portfolio?

The largest reported portfolio weight for APD was 2.66% in 2025 Q4.

What is the latest reported APD position on this page?

The most recent filing on this page is 2025 Q4, when Iron Gate Global Advisors LLC reported 105,054 shares, equal to 2.66% of portfolio, with an estimated market value of $26.0M.

What does the chart on this APD ownership page compare?

The chart compares Iron Gate Global Advisors LLC's quarterly APD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Iron Gate Global Advisors LLC time their APD position?

Based on 13F filing dates vs. subsequent APD price moves, Iron Gate Global Advisors LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on APD relative to SPY over the holding period was -5.6%.

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