Position in CALM
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$11,318
+$3,600 QoQ
Shares Held
143
+47.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CALM Over Time
Shares Held
Position Value (USD)
Position in Farm Products
Consumer Defensive · as of Mar 31, 2026Root Financial Partners, LLC holds $305,018 across 10 Farm Products names. CALM ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSN |
Tyson Foods, Inc.
|
1,834 | $117,504 | |
| 2 | ADM |
Archer-Daniels-Midland Co
|
1,589 | $115,504 | |
| 3 | BG |
Bunge Global SA
|
446 | $56,731 | |
| 4 | CALM |
Cal-Maine Foods Inc
This page
|
143 | $11,318 | |
| 5 | DOLE |
Dole plc
|
158 | $2,257 | |
| 6 | VITL |
Vital Farms, Inc.
|
54 | $762 | |
| 7 | DMC |
Del Monte Corp
|
9 | $362 | |
| 8 | VFF |
Village Farms International, Inc.
|
125 | $355 |
All Filings in CALM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,318 | 143 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,718 | 97 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,880 | 105 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||