Position in CALM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$220,895
+$3,470 QoQ
Shares Held
2,742
-0.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#307
of 453 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CALM Over Time
Shares Held
Position Value (USD)
Position in Farm Products
Consumer Defensive · as of Jun 30, 2026Phillips Wealth Planners LLC holds $398,953 across 2 Farm Products names. CALM ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CALM |
Cal-Maine Foods Inc
This page
|
2,742 | $220,895 | |
| 2 | DOLE |
Dole plc
|
12,978 | $178,058 |
All Filings in CALM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,895 | 2,742 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $217,425 | 2,747 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||