Position in UL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,554,342
+$70,445 QoQ
Shares Held
25,854
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#376
of 1,172 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $53,230,434 across 7 Household & Personal Products names. UL ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
267,986 | $39,297,466 | |
| 2 | CL |
Colgate Palmolive Co
|
79,780 | $7,314,230 | |
| 3 | KVUE |
Kenvue Inc.
|
148,712 | $2,841,886 | |
| 4 | UL |
Unilever PLC
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|
25,854 | $1,554,342 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
11,308 | $1,095,519 | |
| 6 | KMB |
Kimberly Clark Corp
|
8,108 | $890,014 | |
| 7 | CLX |
Clorox Co /De/
|
2,483 | $236,977 |
All Filings in UL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,554,342 | 25,854 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,483,897 | 26,047 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,779,926 | 27,216 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,964,718 | 33,143 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,311,796 | 37,793 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,510,508 | 42,158 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,328,273 | 41,063 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $409,183 | 6,299 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $327,190 | 5,950 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $287,237 | 5,723 | Shares | Sole | 2024-05-15 | |
| 2023-03-31 | $241,526 | 4,651 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $265,293 | 5,269 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||