Position in PG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$838,780
+$1,317 QoQ
Shares Held
5,720
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,440
of 3,996 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026SIERRA SUMMIT ADVISORS LLC holds $1,062,937 across 2 Household & Personal Products names. PG ranks #1 (78.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
5,720 | $838,780 | |
| 2 | CL |
Colgate Palmolive Co
|
2,445 | $224,157 |
All Filings in PG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $838,780 | 5,720 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $837,463 | 5,798 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $1,558,011 | 10,140 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,586,189 | 9,956 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $896,238 | 5,259 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $844,788 | 5,039 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||