Position in IMKTA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$34,141,570
+$8,626,575 QoQ
Shares Held
379,815
+2.0% QoQ
Ownership
2.00%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in IMKTA Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Mar 31, 2026Bragg Financial Advisors, Inc holds $56,541,433 across 2 Grocery Stores names. IMKTA ranks #1 (60.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IMKTA |
Ingles Markets Inc
This page
|
379,815 | $34,141,570 | |
| 2 | SFM |
Sprouts Farmers Market, Inc.
|
290,417 | $22,399,863 |
All Filings in IMKTA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,141,570 | 379,815 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,514,995 | 372,210 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $21,097,617 | 303,301 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,034,321 | 158,320 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||