Position in UL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$855,928
+$167,218 QoQ
Shares Held
14,237
+17.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#490
of 1,172 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Sigma Planning Corp holds $16,825,571 across 9 Household & Personal Products names. UL ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
58,305 | $8,549,845 | |
| 2 | CLX |
Clorox Co /De/
|
33,259 | $3,174,238 | |
| 3 | KMB |
Kimberly Clark Corp
|
19,692 | $2,161,590 | |
| 4 | UL |
Unilever PLC
This page
|
14,237 | $855,928 | |
| 5 | CL |
Colgate Palmolive Co
|
5,947 | $545,220 | |
| 6 | KVUE |
Kenvue Inc.
|
27,544 | $526,365 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
4,480 | $434,022 | |
| 8 | NWL |
Newell Brands Inc.
|
58,441 | $358,827 |
All Filings in UL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $855,928 | 14,237 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $688,710 | 12,089 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $825,217 | 12,618 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $898,922 | 15,164 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,005,144 | 16,432 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,087,323 | 18,259 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,123,964 | 19,823 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,609,644 | 24,779 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,512,610 | 27,507 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,407,278 | 28,039 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $611,575 | 12,615 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,214,946 | 44,837 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,506,464 | 48,081 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,690,543 | 51,811 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,707,170 | 53,767 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,353,069 | 53,674 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,719,416 | 59,337 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,416,681 | 31,088 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $677,215 | 12,590 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $520,837 | 9,606 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $750,145 | 12,823 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $715,405 | 12,814 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $584,586 | 9,685 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $330,790 | 5,363 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $283,619 | 5,168 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $236,414 | 4,675 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||