Position in UL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$849,435
+$216,271 QoQ
Shares Held
14,129
+27.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#492
of 1,170 holders
Holding Since
Mar 2023
14 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, 2026PFG Investments, LLC holds $17,628,340 across 10 Household & Personal Products names. UL ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
64,448 | $9,450,654 | |
| 2 | CL |
Colgate Palmolive Co
|
38,315 | $3,512,719 | |
| 3 | KMB |
Kimberly Clark Corp
|
15,268 | $1,675,968 | |
| 4 | UL |
Unilever PLC
This page
|
14,129 | $849,435 | |
| 5 | CLX |
Clorox Co /De/
|
6,133 | $585,333 | |
| 6 | KVUE |
Kenvue Inc.
|
24,128 | $461,086 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
4,255 | $412,224 | |
| 8 | SPB |
Spectrum Brands Holdings, Inc.
|
3,504 | $300,468 |
All Filings in UL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $849,435 | 14,129 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $633,164 | 11,114 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $743,925 | 11,375 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $767,498 | 12,947 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $782,853 | 12,798 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $672,081 | 11,286 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $597,221 | 10,533 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $688,706 | 10,602 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $600,216 | 10,915 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $530,608 | 10,572 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $374,653 | 7,728 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $373,167 | 7,554 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $450,403 | 8,640 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $385,424 | 7,422 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||