Position in UL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$14,729
+$8,406 QoQ
Shares Held
245
+120.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,061
of 1,170 holders
Holding Since
Jun 2020
25 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $3,398,482 across 11 Household & Personal Products names. UL ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
12,100 | $1,774,344 | |
| 2 | CL |
Colgate Palmolive Co
|
6,201 | $568,507 | |
| 3 | KMB |
Kimberly Clark Corp
|
5,170 | $567,510 | |
| 4 | CLX |
Clorox Co /De/
|
4,334 | $413,636 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
301 | $29,160 | |
| 6 | KVUE |
Kenvue Inc.
|
1,325 | $25,320 | |
| 7 | UL |
Unilever PLC
This page
|
245 | $14,729 | |
| 8 | EPC |
EDGEWELL PERSONAL CARE Co
|
160 | $4,297 |
All Filings in UL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,729 | 245 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,323 | 111 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,008 | 46 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,832 | 149 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $199,108 | 3,255 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $192,882 | 3,239 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $168,172 | 2,966 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $180,653 | 2,781 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $142,974 | 2,600 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $129,440 | 2,579 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $121,878 | 2,514 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $125,130 | 2,533 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $133,452 | 2,560 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $136,004 | 2,619 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $140,426 | 2,789 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $119,420 | 2,724 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $115,354 | 2,517 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $774 | 17 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $5,755 | 107 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $16,266 | 300 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $17,550 | 300 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $16,748 | 300 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $21,186 | 351 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $12,089 | 196 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $5,542 | 101 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||