Position in CLX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,085,956
-$123,257 QoQ
Shares Held
32,334
+4.4% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#220
of 1,045 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CLX Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Summit Trail Advisors, LLC holds $36,147,321 across 11 Household & Personal Products names. CLX ranks #3 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
72,467 | $10,626,560 | |
| 2 | CL |
Colgate Palmolive Co
|
76,122 | $6,978,864 | |
| 3 | CLX |
Clorox Co /De/
This page
|
32,334 | $3,085,956 | |
| 4 | KMB |
Kimberly Clark Corp
|
25,849 | $2,837,444 | |
| 5 | SPB |
Spectrum Brands Holdings, Inc.
|
29,671 | $2,544,288 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
24,567 | $2,380,050 | |
| 7 | UL |
Unilever PLC
|
38,209 | $2,297,125 | |
| 8 | NWL |
Newell Brands Inc.
|
356,470 | $2,188,725 |
All Filings in CLX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,085,956 | 32,334 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,209,213 | 30,968 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,067,752 | 30,425 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,181,263 | 25,801 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $741,912 | 6,179 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $1,544,386 | 9,480 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,264,667 | 9,267 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,439,080 | 9,399 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||