Position in UL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,092,139
+$287,666 QoQ
Shares Held
18,166
+28.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#429
of 1,172 holders
Holding Since
Dec 2025
3 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, 2026Burkett Asset Management Ltd holds $1,560,653 across 2 Household & Personal Products names. UL ranks #1 (70.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UL |
Unilever PLC
This page
|
18,166 | $1,092,139 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
3,195 | $468,514 |
All Filings in UL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,092,139 | 18,166 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $804,473 | 14,121 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,404,138 | 21,470 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||