Position in CAG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$569,802
+$113,494 QoQ
Shares Held
36,247
+37.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CAG Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026Summit Financial, LLC holds $5,693,951 across 7 Packaged Foods names. CAG ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPC |
Pilgrims Pride Corp
|
48,783 | $1,842,046 | |
| 2 | MKC |
Mccormick & Co Inc
|
26,337 | $1,328,438 | |
| 3 | GIS |
General Mills Inc
|
24,491 | $911,555 | |
| 4 | CAG |
Conagra Brands Inc.
This page
|
36,247 | $569,802 | |
| 5 | INGR |
Ingredion Inc
|
4,411 | $496,943 | |
| 6 | SJM |
J M SMUCKER Co
|
3,264 | $314,780 | |
| 7 | KHC |
Kraft Heinz Co
|
10,244 | $230,387 |
All Filings in CAG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $569,802 | 36,247 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $456,308 | 26,361 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $375,666 | 20,517 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $603,824 | 29,498 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||