Capstone Financial Advisors, Inc.

Position in HELE — Helen Of Troy Ltd

CIK 1599217 DOWNERS GROVE, IL

Position in HELE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$232,560

+$88,360 QoQ

Shares Held

8,000

-20.0% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#120

of 199 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Capstone Financial Advisors, Inc. holds $2,563,983 across 4 Household & Personal Products names. HELE ranks #4 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UL	Unilever PLC	23,571	$1,417,088
2	PG	PROCTER & GAMBLE Co	3,208	$470,421
3	CL	Colgate Palmolive Co	4,842	$443,914
4	HELE	Helen Of Troy Ltd This page	8,000	$232,560

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,560	8,000	-20.0%	Shares	Sole	2026-08-14
2026-03-31	$144,200	10,000	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.