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
#233
of 1,177 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, 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
26 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 | $7,351,351 | 112,406 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,555,379 | 59,976 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $3,643,711 | 59,567 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,630,703 | 60,969 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,706,066 | 47,726 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $332,140 | 5,113 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $264,776 | 4,815 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $222,592 | 4,435 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $232,170 | 4,789 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $270,909 | 5,484 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $309,548 | 5,938 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $288,003 | 5,546 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $504 | 13,236 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $583,466 | 13,309 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $453,121 | 9,887 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $191,621 | 4,205 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $184,499 | 3,430 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $184,239 | 3,398 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $100,503 | 1,718 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $90,444 | 1,620 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $225,323 | 3,733 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $180,722 | 2,930 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $187,689 | 3,420 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $152,923 | 3,024 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||