Letters by company

Air Products & Chemicals, Inc.

1 letter discussing APD. Everything written about it on this site is on its ticker page.

Davenport Asset Management The Davenport Funds Quarterly Update Davenport Funds’ first-quarter update warns that tariffs, fiscal restraint and shifting policy could weaken growth while sustaining inflation. The firm selectively added Trane, Okta, Avery Dennison and Constellation Brands, exited Hershey and Air Products, and emphasized high-quality bonds, cautious position sizing and valuation discipline. First Quarter Update 2025 ADBE $97BAPD $69BAVY $14B