Position in UL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,021,787
+$551,631 QoQ
Shares Held
66,896
+9.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#37
of 341 holders
Holding Since
Dec 2025
3 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, 2026IFP Advisors, Inc holds $20,202,682 across 21 Household & Personal Products names. UL ranks #2 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
87,479 | $12,827,920 | |
| 2 | UL |
Unilever PLC
This page
|
66,896 | $4,021,787 | |
| 3 | KMB |
Kimberly Clark Corp
|
11,727 | $1,287,272 | |
| 4 | CLX |
Clorox Co /De/
|
8,264 | $788,716 | |
| 5 | ELF |
e.l.f. Beauty, Inc.
|
7,240 | $535,760 | |
| 6 | CL |
Colgate Palmolive Co
|
3,379 | $309,786 | |
| 7 | KVUE |
Kenvue Inc.
|
9,973 | $190,584 | |
| 8 | CHD |
Church & Dwight Co Inc /De/
|
834 | $80,797 |
All Filings in UL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,021,787 | 66,896 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,470,156 | 60,912 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,428,398 | 52,422 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||