Position in IMKTA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,828,911
+$236,330 QoQ
Shares Held
20,647
+16.5% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 237 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in IMKTA Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026LPL Financial LLC holds $53,743,283 across 6 Grocery Stores names. IMKTA ranks #3 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
627,104 | $34,823,085 | |
| 2 | SFM |
Sprouts Farmers Market, Inc.
|
192,213 | $16,257,375 | |
| 3 | IMKTA |
Ingles Markets Inc
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|
20,647 | $1,828,911 | |
| 4 | ACI |
Albertsons Companies, Inc.
|
42,126 | $569,964 | |
| 5 | NGVC |
Natural Grocers by Vitamin Cottage, Inc.
|
7,832 | $242,948 | |
| 6 | VHUB |
VenHub Global, Inc.
|
20,000 | $21,000 |
All Filings in IMKTA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,828,911 | 20,647 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,592,581 | 17,717 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $929,743 | 13,563 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $859,552 | 12,357 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $766,834 | 12,099 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $774,070 | 11,885 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $612,308 | 9,502 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $476,992 | 6,394 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $358,212 | 5,221 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $228,199 | 2,976 | Shares | Sole | 2024-05-10 | |
| 2023-06-30 | $313,987 | 3,799 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $281,356 | 3,172 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||