Position in UL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$61,442
+$3,219 QoQ
Shares Held
1,022
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#962
of 1,170 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026HARBOR INVESTMENT ADVISORY, LLC holds $4,415,400 across 9 Household & Personal Products names. UL ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
24,265 | $3,558,219 | |
| 2 | KMB |
Kimberly Clark Corp
|
5,451 | $598,356 | |
| 3 | CL |
Colgate Palmolive Co
|
1,750 | $160,440 | |
| 4 | UL |
Unilever PLC
This page
|
1,022 | $61,442 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
275 | $26,642 | |
| 6 | CLX |
Clorox Co /De/
|
95 | $9,066 | |
| 7 | NWL |
Newell Brands Inc.
|
149 | $914 | |
| 8 | EL |
Estee Lauder Companies Inc
|
3 | $236 |
All Filings in UL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,442 | 1,022 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $58,223 | 1,022 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $70,108 | 1,072 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $70,958 | 1,197 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $73,220 | 1,197 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $71,281 | 1,197 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $68,096 | 1,201 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $78,666 | 1,211 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $68,517 | 1,246 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $62,737 | 1,250 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $57,982 | 1,196 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $61,996 | 1,255 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $287,028 | 5,506 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $287,484 | 5,536 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $278,737 | 5,536 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $225,118 | 5,135 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $235,337 | 5,135 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $227,804 | 4,999 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $244,690 | 4,549 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $246,646 | 4,549 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $235,053 | 4,018 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $224,324 | 4,018 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $242,526 | 4,018 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $176,960 | 2,869 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $157,450 | 2,869 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $145,085 | 2,869 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||