Position in UL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$200,199
+$20,972 QoQ
Shares Held
3,330
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#902
of 1,170 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $1,811,227 across 11 Household & Personal Products names. UL ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
5,456 | $800,067 | |
| 2 | CL |
Colgate Palmolive Co
|
5,625 | $515,700 | |
| 3 | UL |
Unilever PLC
This page
|
3,330 | $200,199 | |
| 4 | KVUE |
Kenvue Inc.
|
7,699 | $147,127 | |
| 5 | CLX |
Clorox Co /De/
|
1,073 | $102,407 | |
| 6 | KMB |
Kimberly Clark Corp
|
272 | $29,857 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
135 | $13,078 | |
| 8 | NWL |
Newell Brands Inc.
|
174 | $1,068 |
All Filings in UL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,199 | 3,330 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $179,227 | 3,146 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $195,415 | 2,988 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $177,128 | 2,988 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $186,751 | 3,053 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $202,231 | 3,396 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $199,187 | 3,513 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $236,194 | 3,636 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $152,377 | 2,771 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $158,449 | 3,157 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $121,975 | 2,516 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||