Position in CLX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$413,636
-$13,008 QoQ
Shares Held
4,334
+5.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#569
of 1,038 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLX 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. CLX ranks #4 (12.2% 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
|
6,201 | $568,507 | |
| 3 | KMB |
Kimberly Clark Corp
|
5,170 | $567,510 | |
| 4 | CLX |
Clorox Co /De/
This page
|
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 CLX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,636 | 4,334 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $426,644 | 4,117 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,587 | 105 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,288 | 51 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,123 | 51 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $20,026 | 136 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $21,600 | 133 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $21,667 | 133 | Shares | Sole | 2024-10-28 | |
| 2023-09-30 | $262 | 2 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $318 | 2 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $316 | 2 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $280 | 2 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $256 | 2 | Shares | Sole | 2022-11-01 | |
| 2022-03-31 | $3,475 | 25 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $19,005 | 109 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,152 | 13 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $2,338 | 13 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,507 | 13 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $2,624 | 13 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $2,732 | 13 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $2,851 | 13 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||