James T. Borello RIA
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James T. Borello RIA’s Clorox CLX Stock Holding History

James T. Borello RIA’s Portfolio CLX Stock Details CLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.91K Buy
73
+64
+711% +$6.16K ﹤0.01% 737
2026
Q2 		$859 Sell
9
-46
-84% -$4.42K ﹤0.01% 1031
2026
Q1 		$5.7K Buy
55
+28
+104% +$3.17K ﹤0.01% 715
2025
Q4 		$2.72K Buy
27
+6
+29% +$651 ﹤0.01% 716
2025
Q3 		$2.59K Buy
+21
New +$2.61K ﹤0.01% 682

Other funds holding CLX

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

James T. Borello RIA's CLX Position: Q3 2026 in Review

James T. Borello RIA increased its Clorox (CLX) stake by 711% in Q3 2026, buying an estimated $6.16K and bringing the position to 73 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

James T. Borello RIA first reported a position in CLX in Q3 2025 and has held it in 5 quarters since. 206 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • James T. Borello RIA held 73 shares of Clorox worth $5.91K as of Q3 2026.
  • James T. Borello RIA bought 64 Clorox shares in Q3 2026, an estimated $6.16K.
  • Clorox made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #737 holding.
  • James T. Borello RIA first reported a position in Clorox in Q3 2025 and has held it in 5 quarters since.
  • 206 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.