Position in PG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$170,395
+$8,623 QoQ
Shares Held
1,162
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#3,779
of 3,996 holders
Holding Since
Mar 2025
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, 2026HFM Investment Advisors, LLC holds $199,935 across 10 Household & Personal Products names. PG ranks #1 (85.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
1,162 | $170,395 | |
| 2 | CL |
Colgate Palmolive Co
|
231 | $21,178 | |
| 3 | KMB |
Kimberly Clark Corp
|
18 | $1,975 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
20 | $1,937 | |
| 5 | KVUE |
Kenvue Inc.
|
93 | $1,777 | |
| 6 | EL |
Estee Lauder Companies Inc
|
14 | $1,105 | |
| 7 | IPAR |
Interparfums Inc
|
7 | $783 | |
| 8 | CLX |
Clorox Co /De/
|
7 | $668 |
All Filings in PG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,395 | 1,162 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $161,772 | 1,120 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $160,077 | 1,117 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $167,632 | 1,091 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $174,136 | 1,093 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $182,008 | 1,068 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||