Position in PG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$11,491,443
-$614,506 QoQ
Shares Held
78,365
-6.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#695
of 3,996 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $16,967,196 across 7 Household & Personal Products names. PG ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
78,365 | $11,491,443 | |
| 2 | KMB |
Kimberly Clark Corp
|
24,485 | $2,687,718 | |
| 3 | CL |
Colgate Palmolive Co
|
13,154 | $1,205,958 | |
| 4 | CLX |
Clorox Co /De/
|
6,486 | $619,023 | |
| 5 | UL |
Unilever PLC
|
10,245 | $615,929 | |
| 6 | KVUE |
Kenvue Inc.
|
12,016 | $229,625 | |
| 7 | MAGN |
Magnera Corp
|
10,000 | $117,500 |
All Filings in PG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,491,443 | 78,365 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $12,105,949 | 83,813 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $12,237,670 | 85,393 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $13,718,947 | 89,287 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $14,617,769 | 91,751 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $15,212,541 | 89,265 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $15,001,322 | 89,480 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $15,132,137 | 87,368 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $14,194,169 | 86,067 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $15,720,047 | 1,174,417 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $13,426,287 | 91,622 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $12,569,923 | 86,178 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $13,210,484 | 87,060 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $12,216,519 | 82,161 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $12,504,912 | 82,508 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $10,190,268 | 80,715 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $11,114,104 | 77,294 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $12,235,460 | 80,075 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $12,606,456 | 77,066 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $10,709,658 | 76,607 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $9,484,364 | 70,291 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $9,271,673 | 68,461 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $9,492,130 | 68,220 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,114,375 | 58,381 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $7,163,797 | 59,913 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $6,466,240 | 58,784 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||