Position in UL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$615,929
+$68,676 QoQ
Shares Held
10,245
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#557
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, 2026Valeo Financial Advisors, LLC holds $16,967,196 across 7 Household & Personal Products names. UL ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
78,365 | $11,491,443 | |
| 2 | KMB |
Kimberly Clark Corp
|
24,485 | $2,687,718 | |
| 3 | CL |
Colgate Palmolive Co
|
13,154 | $1,205,958 | |
| 4 | CLX |
Clorox Co /De/
|
6,486 | $619,023 | |
| 5 | UL |
Unilever PLC
This page
|
10,245 | $615,929 | |
| 6 | KVUE |
Kenvue Inc.
|
12,016 | $229,625 | |
| 7 | MAGN |
Magnera Corp
|
10,000 | $117,500 |
All Filings in UL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,929 | 10,245 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $547,253 | 9,606 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $869,885 | 13,301 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $882,027 | 14,879 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $937,123 | 15,320 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $850,135 | 14,276 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $806,614 | 14,226 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $917,235 | 14,120 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $919,158 | 16,715 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $940,009 | 18,729 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,182,766 | 24,397 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,211,287 | 24,520 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,382,749 | 26,525 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,382,687 | 26,626 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,509,947 | 29,989 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,344,047 | 30,658 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $898,177 | 19,598 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $639,028 | 14,023 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $792,810 | 14,739 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $833,958 | 15,381 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $801,099 | 13,694 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $730,256 | 13,080 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $858,198 | 14,218 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $261,153 | 4,234 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $171,609 | 3,127 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $144,276 | 2,853 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||