Dow Chemical Co.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Dow Chemical Co. reported 6 stock positions worth $261.5 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 86.8% of the portfolio, followed by Vanguard Long-Term Corp. Bond (VCLT, 9.4%) and C3.AI Class A (AI, 1.5%). Compared with Q2 2025, it opened 3 new positions, sold out of 1 and added to 1. The biggest buy was a new position in iShares 7-10 Year Treasury B (IEF) and the biggest sale an exit from iShares Core U.S. Aggregate (AGG).

Most Recent 13F
Q2 2026
Location
MIDLAND, MI
CIK
0000029915
Portfolio Value
$261.5M (Q3 2025)
SEC Filing
0001193125-25-280135 ↗ filed Nov 13, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $638.0M Q1 2024 Q2 2024: $468.3M Q2 2024 Q3 2024: $332.1M Q3 2024 Q4 2024: $571.1M Q4 2024 Q1 2025: $685.3M Q1 2025 Q2 2025: $237.6M Q2 2025 Q3 2025: $261.5M $261.5M Q3 2025 Q4 2025: $205.1M Q4 2025 Q1 2026: $238.8M Q1 2026 Q2 2026: $228.5M Q2 2026

Holdings 6 stocks · $261.5M

SPY SS SPDR S&P 500 ETF Trust-US 86.78% 340,662 $226.9M No change
VCLT Vanguard Long-Term Corp. Bond 9.38% 315,792 $24.5M Add +19.5%
AI C3.AI Inc. Class A 1.47% 222,098 $3.9M No change
IEF iShares 7-10 Year Treasury B 1.36% 36,808 $3.6M New
SPLB SS SPDR P Long Term C ETF 0.63% 71,124 $1.6M New
SPAB SS SPDR P Agg Bond ETF 0.39% 39,266 $1.0M New

Portfolio Sells Q2 2025 → Q3 2025

AGG iShares Core U.S. Aggregate Sold out 0.00% −0.66

Portfolio Buys Q2 2025 → Q3 2025

IEF iShares 7-10 Year Treasury B New 1.36% +1.36
VCLT Vanguard Long-Term Corp. Bond Add +19.5% 9.38% +0.93
SPLB SS SPDR P Long Term C ETF New 0.63% +0.63
SPAB SS SPDR P Agg Bond ETF New 0.39% +0.39

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$228.5MSPY, XE, VCLT, AI
Q1 2026 5$238.8MSPY, VCLT, IEF, AI, SPAB
Q4 2025 5$205.1MSPY, VCLT, IEF, AI, SPAB
Q3 2025 6$261.5MSPY, VCLT, AI, IEF, SPLB
Q2 2025 4$237.6MSPY, VCLT, AI, AGG
Q1 2025 4$685.3MSPY, VCLT, AI, AGG
Q4 2024 4$571.1MSPY, VCLT, AI, AGG
Q3 2024 4$332.1MSPY, VCLT, AI, AGG
Q2 2024 4$468.3MSPY, VCLT, AI, AGG
Q1 2024 6$638.0MSPLV, SPY, RSP, EEM, AI