Position in UL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$366,190
+$18,503 QoQ
Shares Held
6,091
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#706
of 1,170 holders
Holding Since
Sep 2022
9 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, 2026Summit Financial, LLC holds $16,337,358 across 6 Household & Personal Products names. UL ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
80,738 | $11,839,420 | |
| 2 | CL |
Colgate Palmolive Co
|
17,619 | $1,615,309 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
12,833 | $1,243,261 | |
| 4 | KMB |
Kimberly Clark Corp
|
6,108 | $670,475 | |
| 5 | CLX |
Clorox Co /De/
|
6,315 | $602,703 | |
| 6 | UL |
Unilever PLC
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|
6,091 | $366,190 |
All Filings in UL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,190 | 6,091 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $347,687 | 6,103 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $369,117 | 5,644 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $317,503 | 5,356 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $314,474 | 5,141 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $278,336 | 4,674 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $263,995 | 4,656 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $278,353 | 4,285 | Shares | Sole | 2024-11-12 | |
| 2022-09-30 | $201,927 | 4,606 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||