Position in UL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,490,495
+$27,107 QoQ
Shares Held
24,792
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#382
of 1,170 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Prime Capital Investment Advisors, LLC holds $23,668,222 across 6 Household & Personal Products names. UL ranks #3 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
103,578 | $15,188,677 | |
| 2 | CLX |
Clorox Co /De/
|
47,954 | $4,576,729 | |
| 3 | UL |
Unilever PLC
This page
|
24,792 | $1,490,495 | |
| 4 | CL |
Colgate Palmolive Co
|
14,344 | $1,315,057 | |
| 5 | KMB |
Kimberly Clark Corp
|
7,967 | $874,537 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
2,299 | $222,727 |
All Filings in UL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,490,495 | 24,792 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,463,388 | 25,687 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,744,087 | 26,668 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,666,534 | 44,982 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,185,793 | 52,081 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,406,222 | 73,992 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,004,157 | 70,620 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,633,664 | 71,331 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,629,548 | 102,374 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,033,658 | 100,292 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,812,370 | 78,638 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $613,844 | 12,426 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $635,830 | 12,197 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $791,620 | 15,244 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $544,183 | 10,808 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $483,599 | 11,031 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $448,996 | 9,797 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $340,499 | 7,472 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $409,987 | 7,622 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $251,092 | 4,631 | Shares | Sole | 2021-11-09 | |
| 2020-12-31 | $222,064 | 3,679 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $130,779 | 2,383 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $113,175 | 2,238 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||