Position in BOF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,834,980
+$1,005,893 QoQ
Shares Held
616,300
+11.2% QoQ
Ownership
4.02%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 25 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BOF Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $218,070,279 across 26 Packaged Foods names. BOF ranks #12 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRL |
Hormel Foods Corp /De/
|
1,538,083 | $38,175,218 | |
| 2 | GIS |
General Mills Inc
|
991,943 | $34,519,614 | |
| 3 | DAR |
Darling Ingredients Inc.
|
626,778 | $34,234,613 | |
| 4 | SJM |
J M SMUCKER Co
|
231,157 | $26,005,162 | |
| 5 | KHC |
Kraft Heinz Co
|
1,008,270 | $23,815,336 | |
| 6 | MKC |
Mccormick & Co Inc
|
457,332 | $23,058,678 | |
| 7 | CAG |
Conagra Brands Inc.
|
537,325 | $7,232,394 | |
| 8 | FRPT |
Freshpet, Inc.
|
85,449 | $5,051,743 |
All Filings in BOF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,834,980 | 616,300 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,829,087 | 554,269 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,227,480 | 386,000 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $210,125 | 102,500 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $24,300 | 10,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $24,600 | 10,000 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||