Position in CLX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,079,330
-$253,972 QoQ
Shares Held
11,309
-12.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#376
of 1,036 holders
Holding Since
Dec 2023
11 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 Mar 31, 2026CallValue
$259,075
CallShares
2,500
PutValue
$0
PutShares
0
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 Jun 30, 2026Concurrent Investment Advisors, LLC holds $40,941,759 across 9 Household & Personal Products names. CLX ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
186,683 | $27,375,194 | |
| 2 | CL |
Colgate Palmolive Co
|
48,067 | $4,406,781 | |
| 3 | UL |
Unilever PLC
|
64,207 | $3,860,123 | |
| 4 | KMB |
Kimberly Clark Corp
|
21,474 | $2,357,200 | |
| 5 | CLX |
Clorox Co /De/
This page
|
11,309 | $1,079,330 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
9,356 | $906,408 | |
| 7 | EL |
Estee Lauder Companies Inc
|
4,944 | $390,328 | |
| 8 | KVUE |
Kenvue Inc.
|
15,528 | $296,739 |
All Filings in CLX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,079,330 | 11,309 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $259,075 | 2,500 | Call | Sole | 2026-04-21 | |
| 2026-03-31 | $1,333,302 | 12,866 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $252,075 | 2,500 | Call | Sole | 2026-01-29 | |
| 2025-12-31 | $1,291,329 | 12,807 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,400,774 | 19,471 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,414,367 | 20,108 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,926,741 | 19,876 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,482,761 | 15,287 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,620,244 | 16,084 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,091,266 | 15,324 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,525,894 | 9,966 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,580,752 | 11,086 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||