Position in UL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$99,919
+$39,987 QoQ
Shares Held
1,662
+58.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#932
of 1,170 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $2,785,419 across 12 Household & Personal Products names. UL ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
7,983 | $1,170,626 | |
| 2 | CL |
Colgate Palmolive Co
|
6,998 | $641,576 | |
| 3 | EL |
Estee Lauder Companies Inc
|
5,967 | $471,094 | |
| 4 | KVUE |
Kenvue Inc.
|
9,712 | $185,596 | |
| 5 | CLX |
Clorox Co /De/
|
1,457 | $139,056 | |
| 6 | UL |
Unilever PLC
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|
1,662 | $99,919 | |
| 7 | KMB |
Kimberly Clark Corp
|
364 | $39,956 | |
| 8 | NWL |
Newell Brands Inc.
|
3,050 | $18,727 |
All Filings in UL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,919 | 1,662 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $59,932 | 1,052 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $57,225 | 875 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $57,027 | 962 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $54,074 | 884 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $68,184 | 1,145 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $70,591 | 1,245 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $80,875 | 1,245 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $68,022 | 1,237 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $7,679 | 153 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||