Position in UL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,419,116
-$903,922 QoQ
Shares Held
42,463
-16.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 10.456161835009302.ToString("F0")%
Shared 0.ToString("F0")%
None 89.5438381649907.ToString("F0")%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026IEQ CAPITAL, LLC holds $47,807,150 across 12 Household & Personal Products names. UL ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
250,624 | $36,200,129 | |
| 2 | CHD |
Church & Dwight Co Inc /De/
|
36,205 | $3,378,650 | |
| 3 | SPB |
Spectrum Brands Holdings, Inc.
|
34,223 | $2,522,235 | |
| 4 | UL |
Unilever PLC
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|
42,463 | $2,419,116 | |
| 5 | NWL |
Newell Brands Inc.
|
288,431 | $989,318 | |
| 6 | NUS |
Nu Skin Enterprises, Inc.
|
68,793 | $500,813 | |
| 7 | HELE |
Helen Of Troy Ltd
|
33,543 | $483,690 | |
| 8 | CLX |
Clorox Co /De/
|
4,258 | $441,256 |
All Filings in UL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,419,116 | 42,463 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,323,038 | 50,811 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||