Valeo Financial Advisors, LLC

Position in CPB — CAMPBELL'S Co

CIK 1722641 CARMEL, IN

Position in CPB

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$419,678

+$205,018 QoQ

Shares Held

18,845

+95.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#296

of 615 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $2,749,242 across 5 Packaged Foods names. CPB ranks #3 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc	37,953	$1,320,764
2	KHC	Kraft Heinz Co	25,379	$599,451
3	CPB	CAMPBELL'S Co This page	18,845	$419,678
4	SJM	J M SMUCKER Co	2,249	$253,012
5	CAG	Conagra Brands Inc.	11,615	$156,337

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$419,678	18,845	+95.5%	Shares	Sole	2026-07-08
2026-03-31	$214,660	9,639	-45.2%	Shares	Sole	2026-05-08
2025-09-30	$555,713	17,597	+55.2%	Shares	Sole	2025-11-03
2025-06-30	$347,571	11,340	-2.9%	Shares	Sole	2025-09-12
2025-03-31	$466,066	11,675	+12.2%	Shares	Sole	2025-04-30
2024-12-31	$435,803	10,406	+27.1%	Shares	Sole	2025-01-30
2024-09-30	$400,605	8,189	-5.8%	Shares	Sole	2024-10-10
2024-06-30	$392,927	8,695	+0.4%	Shares	Sole	2024-07-10
2024-03-31	$384,892	8,659	-19.4%	Shares	Sole	2024-04-25
2023-12-31	$464,549	10,746	+48.0%	Shares	Sole	2024-01-29
2023-09-30	$298,364	7,263	-3.5%	Shares	Sole	2023-10-20
2023-06-30	$344,104	7,528	-11.4%	Shares	Sole	2023-07-14
2023-03-31	$467,384	8,501	+15.4%	Shares	Sole	2023-04-17
2022-12-31	$418,020	7,366	-11.8%	Shares	Sole	2023-02-09
2022-09-30	$393,404	8,349	0.0%	Shares	Sole	2022-10-31
2022-06-30	$401,169	8,349	-47.7%	Shares	Sole	2022-08-03
2022-03-31	$711,248	15,958	+19.6%	Shares	Sole	2022-04-28
2021-12-31	$579,973	13,345	+5.0%	Shares	Sole	2022-01-07
2021-09-30	$531,321	12,708	+81.8%	Shares	Sole	2021-11-02
2021-06-30	$318,674	6,990	+19.9%	Shares	Sole	2021-07-22
2021-03-31	$293,023	5,829	+869.9%	Shares	Sole	2021-04-12
2020-12-31	$29,058	601	-45.4%	Shares	Sole	2021-02-11
2020-09-30	$53,255	1,101	+169.2%	Shares	Sole	2020-10-28
2020-06-30	$20,298	409	+48.7%	Shares	Sole	2020-07-20
2020-03-31	$12,694	275	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.