Position in CL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$21,178
+$2,343 QoQ
Shares Held
231
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,878
of 2,002 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026HFM Investment Advisors, LLC holds $199,935 across 10 Household & Personal Products names. CL ranks #2 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,162 | $170,395 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
231 | $21,178 | |
| 3 | KMB |
Kimberly Clark Corp
|
18 | $1,975 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
20 | $1,937 | |
| 5 | KVUE |
Kenvue Inc.
|
93 | $1,777 | |
| 6 | EL |
Estee Lauder Companies Inc
|
14 | $1,105 | |
| 7 | IPAR |
Interparfums Inc
|
7 | $783 | |
| 8 | CLX |
Clorox Co /De/
|
7 | $668 |
All Filings in CL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,178 | 231 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $18,835 | 221 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $16,910 | 214 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $17,107 | 214 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $19,361 | 213 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $19,114 | 204 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||