Summit Financial, LLC

Position in CLX — Clorox Co /De/

CIK 1765536 PARSIPPANY, NJ

Position in CLX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$602,703

+$257,719 QoQ

Shares Held

6,315

+89.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#486

of 1,036 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Summit Financial, LLC holds $16,337,358 across 6 Household & Personal Products names. CLX ranks #5 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	80,738	$11,839,420
2	CL	Colgate Palmolive Co	17,619	$1,615,309
3	CHD	Church & Dwight Co Inc /De/	12,833	$1,243,261
4	KMB	Kimberly Clark Corp	6,108	$670,475
5	CLX	Clorox Co /De/ This page	6,315	$602,703
6	UL	Unilever PLC	6,091	$366,190

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$602,703	6,315	+89.7%	Shares	Sole	2026-08-12
2026-03-31	$344,984	3,329	+4.4%	Shares	Sole	2026-05-15
2025-12-31	$321,647	3,190	-9.2%	Shares	Sole	2026-02-13
2025-09-30	$433,152	3,513	-0.1%	Shares	Sole	2025-11-14
2025-06-30	$422,166	3,516	-12.9%	Shares	Sole	2025-08-13
2025-03-31	$594,742	4,039	+4.2%	Shares	Sole	2025-05-14
2024-12-31	$629,825	3,878	+6.5%	Shares	Sole	2025-02-12
2024-09-30	$593,318	3,642	+13.4%	Shares	Sole	2024-11-12
2024-06-30	$438,341	3,212	+13.5%	Shares	Sole	2024-07-31
2024-03-31	$433,301	2,830	-2.1%	Shares	Sole	2024-04-24
2023-12-31	$412,370	2,892	-4.4%	Shares	Sole	2024-02-06
2023-09-30	$396,456	3,025	-0.5%	Shares	Sole	2023-11-07
2023-06-30	$483,640	3,041	+92.8%	Shares	Sole	2023-08-11
2023-03-31	$249,544	1,577	+1.1%	Shares	Sole	2023-05-03
2022-12-31	$218,914	1,560	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.