Position in FTLF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$283,716
-$373,722 QoQ
Shares Held
19,980
-50.6% QoQ
Ownership
0.213%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTLF Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $214,421,165 across 27 Packaged Foods names. FTLF ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAR |
Darling Ingredients Inc.
|
682,431 | $42,208,355 | |
| 2 | GIS |
General Mills Inc
|
935,261 | $34,810,412 | |
| 3 | HRL |
Hormel Foods Corp /De/
|
1,536,183 | $34,794,543 | |
| 4 | MKC |
Mccormick & Co Inc
|
463,388 | $23,373,289 | |
| 5 | SJM |
J M SMUCKER Co
|
213,999 | $20,638,062 | |
| 6 | KHC |
Kraft Heinz Co
|
891,746 | $20,055,366 | |
| 7 | CAG |
Conagra Brands Inc.
|
446,693 | $7,022,013 | |
| 8 | FRPT |
Freshpet, Inc.
|
86,101 | $5,076,513 |
All Filings in FTLF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $283,716 | 19,980 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $657,438 | 40,408 | Shares | Defined | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||