Position in UL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,886,144
+$839,663 QoQ
Shares Held
31,373
+70.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
#348
of 1,172 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026CAPITAL FINANCIAL GROUP INC\CO\ /ADV holds $2,197,020 across 2 Household & Personal Products names. UL ranks #1 (85.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UL |
Unilever PLC
This page
|
31,373 | $1,886,144 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
2,120 | $310,876 |
All Filings in UL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,886,144 | 31,373 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,046,481 | 18,369 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,181,843 | 18,071 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||