Position in HELE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,814
+$2,930 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#168
of 199 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HELE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026MTM Investment Management, LLC holds $1,174,058 across 8 Household & Personal Products names. HELE ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
6,905 | $1,012,549 | |
| 2 | KMB |
Kimberly Clark Corp
|
350 | $38,419 | |
| 3 | CLX |
Clorox Co /De/
|
312 | $29,777 | |
| 4 | CL |
Colgate Palmolive Co
|
311 | $28,512 | |
| 5 | SKIN |
SkinHealth Systems Inc.
|
32,000 | $22,176 | |
| 6 | EL |
Estee Lauder Companies Inc
|
250 | $19,737 | |
| 7 | UL |
Unilever PLC
|
284 | $17,074 | |
| 8 | HELE |
Helen Of Troy Ltd
This page
|
200 | $5,814 |
All Filings in HELE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,814 | 200 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,884 | 200 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,250 | 200 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,040 | 200 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,676 | 200 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||