Position in CL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,205,958
-$48,286 QoQ
Shares Held
13,154
-10.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#827
of 2,002 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $16,967,196 across 7 Household & Personal Products names. CL ranks #3 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
78,365 | $11,491,443 | |
| 2 | KMB |
Kimberly Clark Corp
|
24,485 | $2,687,718 | |
| 3 | CL |
Colgate Palmolive Co
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|
13,154 | $1,205,958 | |
| 4 | CLX |
Clorox Co /De/
|
6,486 | $619,023 | |
| 5 | UL |
Unilever PLC
|
10,245 | $615,929 | |
| 6 | KVUE |
Kenvue Inc.
|
12,016 | $229,625 | |
| 7 | MAGN |
Magnera Corp
|
10,000 | $117,500 |
All Filings in CL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,205,958 | 13,154 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,254,244 | 14,716 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $984,510 | 12,459 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $937,856 | 11,732 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,109,070 | 12,201 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $1,134,894 | 12,112 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,058,010 | 11,638 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,238,245 | 11,928 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,144,392 | 11,793 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,040,257 | 11,552 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $866,766 | 10,874 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $722,548 | 10,161 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $817,086 | 10,606 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $813,198 | 10,821 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $732,353 | 9,295 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $585,323 | 8,332 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $653,141 | 8,150 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $662,981 | 8,743 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $547,285 | 6,413 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $599,500 | 7,932 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $256,984 | 3,159 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $249,102 | 3,160 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $291,418 | 3,408 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $269,716 | 3,496 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $302,417 | 4,128 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $264,975 | 3,993 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||