Position in PG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,834,636
+$180,016 QoQ
Shares Held
26,150
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,254
of 4,026 holders
Holding Since
Dec 2022
6 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, 2026Fortis Capital Advisors, LLC holds $3,908,142 across 2 Household & Personal Products names. PG ranks #1 (98.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
26,150 | $3,834,636 | |
| 2 | WALD |
Waldencast plc
|
41,765 | $73,506 |
All Filings in PG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,834,636 | 26,150 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,654,620 | 25,302 | Shares | Sole | 2026-04-28 | |
| 2025-06-30 | $295,060 | 1,852 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $276,421 | 1,622 | Shares | Sole | 2025-05-20 | |
| 2023-03-31 | $106,610 | 717 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $108,668 | 717 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||