Position in CPB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$24,741
+$10,444 QoQ
Shares Held
1,111
+73.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#127
of 209 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CPB Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Bogart Wealth, LLC holds $352,982 across 18 Packaged Foods names. CPB ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
4,631 | $161,158 | |
| 2 | KHC |
Kraft Heinz Co
|
4,377 | $103,384 | |
| 3 | CPB |
CAMPBELL'S Co
This page
|
1,111 | $24,741 | |
| 4 | CAG |
Conagra Brands Inc.
|
1,065 | $14,334 | |
| 5 | LW |
Lamb Weston Holdings, Inc.
|
279 | $12,047 | |
| 6 | HRL |
Hormel Foods Corp /De/
|
316 | $7,843 | |
| 7 | DAR |
Darling Ingredients Inc.
|
114 | $6,226 | |
| 8 | OFRM |
Once Upon a Farm, PBC
|
250 | $5,120 |
All Filings in CPB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,741 | 1,111 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $14,297 | 642 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $17,167 | 616 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $19,453 | 616 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $18,390 | 600 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $23,952 | 600 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $25,128 | 600 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $29,352 | 600 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $27,114 | 600 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $26,670 | 600 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $25,938 | 600 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $24,648 | 600 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $27,426 | 600 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $21,992 | 400 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $22,756 | 401 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $18,895 | 401 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $19,220 | 400 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $0 | 0 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $0 | 0 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||