DOW CHEMICAL CO /DE/ — 13F Holdings & Portfolio

CIK 29915 · latest 13F-HR filed 2026-08-14

DOW CHEMICAL CO /DE/ manages $228.5M in 13F-reported U.S. long-equity assets across 4 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (59.94%), XE (30.48%), VCLT (8.70%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 2, added to 1, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2211 H.H. DOW WAY
MIDLAND, MI 48674-2030
Phone
(989) 636-1000
Filing Manager
DOW CHEMICAL CO /DE/
MIDLAND, MI
Signatory
ANDREA L. DOMINOWSKI
CONTROLLER AND VICE PRESIDENT OF CONTROLLERS
Loading holdings…
AUM

$228.5M

Long-equity book

Holdings

4

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+1 / −2 / ↑1 / ↓2

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • C3 AI INC$148.8K +8.0%
Show all 1

Top Trims

  • SPDR S&P 500 ETF TR-$70.3M -33.9%
  • VANGUARD SCOTTSDALE FDS-$5.2M -20.8%
Show all 2

New Positions

  • X-ENERGY INC$69.6M
Show all 1

Exited Positions

  • ISHARES TR$3.8M
  • SPDR SERIES TRUST$768.8K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR S&P 500 ETF TR SPY 78462F103 $136.9M 59.94% 183,371 SH
2 X-ENERGY INC XE 98386P102 $69.6M 30.48% 3,792,499 SH
3 VANGUARD SCOTTSDALE FDS VCLT 92206C813 $19.9M 8.70% 264,221 SH
4 C3 AI INC AI 12468P104 $2.0M 0.88% 222,098 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $228.5M 4 0001193125-26-352291
2026-03-31 2026-05-13 $238.8M 6 0001193125-26-221660
2025-12-31 2026-02-13 $205.1M 6 0001193125-26-051329
2025-09-30 2025-11-13 $261.5M 7 0001193125-25-280135