Position in UL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$71,783
+$3,761 QoQ
Shares Held
1,194
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#948
of 1,170 holders
Holding Since
Sep 2020
21 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, 2026TFC Financial Management, Inc. holds $2,337,593 across 9 Household & Personal Products names. UL ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
8,583 | $1,258,611 | |
| 2 | CL |
Colgate Palmolive Co
|
6,284 | $576,117 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
1,538 | $149,001 | |
| 4 | KMB |
Kimberly Clark Corp
|
1,026 | $112,624 | |
| 5 | CLX |
Clorox Co /De/
|
914 | $87,232 | |
| 6 | UL |
Unilever PLC
This page
|
1,194 | $71,783 | |
| 7 | KVUE |
Kenvue Inc.
|
3,578 | $68,375 | |
| 8 | EL |
Estee Lauder Companies Inc
|
167 | $13,184 |
All Filings in UL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,783 | 1,194 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $68,022 | 1,194 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $78,087 | 1,194 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $79,731 | 1,345 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $73,648 | 1,204 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,967 | 117 | Shares | Sole | 2025-04-24 | |
| 2024-03-31 | $34,329 | 684 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $67,338 | 1,389 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $128,044 | 2,592 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $135,121 | 2,592 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $137,354 | 2,645 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $133,175 | 2,645 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $135,641 | 3,094 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $152,843 | 3,335 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $209,303 | 4,593 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $215,052 | 3,998 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $172,040 | 3,173 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $165,730 | 2,833 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $182,005 | 3,260 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $196,773 | 3,260 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $108,433 | 1,758 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||