Position in CLX
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$84,976
-$13,938 QoQ
Shares Held
820
-16.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CLX Over Time
Shares Held
Position Value (USD)
Derivatives in CLX
reported options exposure · as of Dec 31, 2021CallValue
$523,080
CallShares
3,000
PutValue
$523,080
PutShares
3,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026SUMMIT SECURITIES GROUP LLC holds $462,851 across 11 Household & Personal Products names. CLX ranks #3 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,512 | $218,393 | |
| 2 | COTY |
Coty Inc.
|
51,692 | $103,900 | |
| 3 | CLX |
Clorox Co /De/
This page
|
820 | $84,976 | |
| 4 | KMB |
Kimberly Clark Corp
|
255 | $24,599 | |
| 5 | CL |
Colgate Palmolive Co
|
133 | $11,335 | |
| 6 | KVUE |
Kenvue Inc.
|
315 | $5,430 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
39 | $3,639 | |
| 8 | EL |
Estee Lauder Companies Inc
|
41 | $2,942 |
All Filings in CLX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $84,976 | 820 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $98,914 | 981 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $309,852 | 2,513 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,965 | 83 | Shares | Sole | 2025-08-12 | |
| 2023-09-30 | $13,106 | 100 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $89,380 | 562 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $165,202 | 1,044 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $458,458 | 3,267 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $481,847 | 3,753 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $64,427 | 457 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $7,090 | 51 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $263,806 | 1,513 | Shares | Sole | 2022-01-18 | |
| 2021-12-31 | $523,080 | 3,000 | Call | Sole | 2022-01-18 | |
| 2021-12-31 | $523,080 | 3,000 | Put | Sole | 2022-01-18 | |
| 2021-06-30 | $715,502 | 3,977 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $212,168 | 1,100 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $706,720 | 3,500 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $8,616 | 41 | Call | Sole | 2020-10-19 | |
| No filing history on record for this holder in this stock. | ||||||