Position in UL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$18,343
+$14,485 QoQ
Shares Held
322
+445.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Bare Financial Services, Inc holds $139,793 across 15 Household & Personal Products names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
360 | $52,789 | |
| 2 | CL |
Colgate Palmolive Co
|
270 | $24,752 | |
| 3 | KVUE |
Kenvue Inc.
|
959 | $18,325 | |
| 4 | KMB |
Kimberly Clark Corp
|
103 | $11,305 | |
| 5 | IPAR |
Interparfums Inc
|
83 | $9,283 | |
| 6 | EPC |
EDGEWELL PERSONAL CARE Co
|
280 | $7,520 | |
| 7 | SPB |
Spectrum Brands Holdings, Inc.
|
52 | $4,459 | |
| 8 | EL |
Estee Lauder Companies Inc
|
47 | $3,709 |
All Filings in UL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,343 | 322 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,858 | 59 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,788 | 182 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,031 | 164 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||