Position in UL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$150,119
+$76,115 QoQ
Shares Held
2,497
+92.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#914
of 1,170 holders
Holding Since
Mar 2023
14 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $2,381,545 across 11 Household & Personal Products names. UL ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
4,572 | $670,438 | |
| 2 | CLX |
Clorox Co /De/
|
5,590 | $533,509 | |
| 3 | KVUE |
Kenvue Inc.
|
25,960 | $496,095 | |
| 4 | KMB |
Kimberly Clark Corp
|
4,126 | $452,911 | |
| 5 | UL |
Unilever PLC
This page
|
2,497 | $150,119 | |
| 6 | CL |
Colgate Palmolive Co
|
362 | $33,188 | |
| 7 | UG |
United Guardian Inc
|
3,324 | $23,733 | |
| 8 | CHD |
Church & Dwight Co Inc /De/
|
200 | $19,376 |
All Filings in UL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,119 | 2,497 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $74,004 | 1,299 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $64,092 | 980 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $42,503 | 717 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $43,858 | 717 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $41,089 | 690 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $39,123 | 690 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $44,822 | 690 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $37,393 | 680 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $31,619 | 630 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $26,324 | 543 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $26,824 | 543 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $38,471 | 738 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $7,581 | 146 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||