Position in CL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$568,507
+$79,628 QoQ
Shares Held
6,201
+8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,114
of 2,002 holders
Holding Since
Mar 2020
26 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $3,398,482 across 11 Household & Personal Products names. CL ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
12,100 | $1,774,344 | |
| 2 | CL |
Colgate Palmolive Co
This page
|
6,201 | $568,507 | |
| 3 | KMB |
Kimberly Clark Corp
|
5,170 | $567,510 | |
| 4 | CLX |
Clorox Co /De/
|
4,334 | $413,636 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
301 | $29,160 | |
| 6 | KVUE |
Kenvue Inc.
|
1,325 | $25,320 | |
| 7 | UL |
Unilever PLC
|
245 | $14,729 | |
| 8 | EPC |
EDGEWELL PERSONAL CARE Co
|
160 | $4,297 |
All Filings in CL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,507 | 6,201 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $488,879 | 5,736 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $19,596 | 248 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $20,224 | 253 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $23,452 | 258 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $23,237 | 248 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $26,727 | 294 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $90,210 | 869 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $34,837 | 359 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $20,081 | 223 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $13,311 | 167 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $12,159 | 171 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,951 | 246 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $11,197 | 149 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $27,970 | 355 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $29,996 | 427 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $39,669 | 495 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $110,256 | 1,454 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $131,423 | 1,540 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $229,309 | 3,034 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $312,546 | 3,842 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $317,448 | 4,027 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $382,657 | 4,475 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $340,848 | 4,418 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $317,215 | 4,330 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $179,968 | 2,712 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||