Position in PG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$39,297,466
+$2,744,037 QoQ
Shares Held
267,986
+5.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#348
of 3,996 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Derivatives in PG
reported options exposure · as of Sep 30, 2020CallValue
$24,323,250
CallShares
175,000
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, 2026Aptus Capital Advisors, LLC holds $53,230,434 across 7 Household & Personal Products names. PG ranks #1 (73.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
267,986 | $39,297,466 | |
| 2 | CL |
Colgate Palmolive Co
|
79,780 | $7,314,230 | |
| 3 | KVUE |
Kenvue Inc.
|
148,712 | $2,841,886 | |
| 4 | UL |
Unilever PLC
|
25,854 | $1,554,342 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
11,308 | $1,095,519 | |
| 6 | KMB |
Kimberly Clark Corp
|
8,108 | $890,014 | |
| 7 | CLX |
Clorox Co /De/
|
2,483 | $236,977 |
All Filings in PG
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,297,466 | 267,986 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $36,553,429 | 253,070 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $41,240,317 | 287,770 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $45,749,594 | 297,752 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $42,475,030 | 266,602 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $41,211,986 | 241,826 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $35,986,239 | 214,651 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $31,170,804 | 179,970 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $22,878,196 | 138,723 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $18,368,647 | 113,212 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,446,206 | 98,582 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $14,774,158 | 101,290 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $15,336,513 | 101,071 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $15,050,401 | 101,220 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $12,567,657 | 82,922 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,324,977 | 81,782 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $11,021,791 | 76,652 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $9,745,278 | 63,778 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $8,466,573 | 51,758 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $6,349,995 | 45,422 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $5,351,053 | 39,658 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $5,273,644 | 38,940 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $5,823,008 | 41,850 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $24,323,250 | 175,000 | Call | Sole | 2020-10-19 | |
| 2020-09-30 | $5,019,762 | 36,116 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $4,210,777 | 35,216 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $818,180 | 7,438 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||