Position in UL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,761,143
+$225,819 QoQ
Shares Held
79,194
-0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#222
of 1,172 holders
Holding Since
Dec 2025
3 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, 2026SHERMAN PORFOLIOS, LLC holds $15,632,515 across 3 Household & Personal Products names. UL ranks #3 (30.5% of the industry book) .
All Filings in UL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,761,143 | 79,194 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,535,324 | 79,609 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,674,530 | 71,476 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||