Position in CL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$83,428
New position
Shares Held
910
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,753
of 2,002 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026COMPASS FINANCIAL MANAGEMENT LLC holds $898,036 across 7 Household & Personal Products names. CL ranks #2 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
5,435 | $796,988 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
910 | $83,428 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
63 | $6,103 | |
| 4 | CLX |
Clorox Co /De/
|
62 | $5,917 | |
| 5 | KMB |
Kimberly Clark Corp
|
47 | $5,159 | |
| 6 | KVUE |
Kenvue Inc.
|
19 | $363 | |
| 7 | EL |
Estee Lauder Companies Inc
|
1 | $78 |
All Filings in CL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,428 | 910 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||