Position in UG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$23,733
+$1,463 QoQ
Shares Held
3,324
0.0% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#17
of 28 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026CALDWELL SUTTER CAPITAL, INC. holds $2,381,545 across 11 Household & Personal Products names. UG ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
4,572 | $670,438 | |
| 2 | CLX |
Clorox Co /De/
|
5,590 | $533,509 | |
| 3 | KVUE |
Kenvue Inc.
|
25,960 | $496,095 | |
| 4 | KMB |
Kimberly Clark Corp
|
4,126 | $452,911 | |
| 5 | UL |
Unilever PLC
|
2,497 | $150,119 | |
| 6 | CL |
Colgate Palmolive Co
|
362 | $33,188 | |
| 7 | UG |
United Guardian Inc
This page
|
3,324 | $23,733 | |
| 8 | CHD |
Church & Dwight Co Inc /De/
|
200 | $19,376 |
All Filings in UG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,733 | 3,324 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $22,270 | 3,324 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $20,475 | 3,324 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||