Position in JBSS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,555,717
+$2,102,813 QoQ
Shares Held
70,033
+43.2% QoQ
Ownership
0.599%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0.27844016392272214.ToString("F0")%
Shared 0.ToString("F0")%
None 99.72155983607728.ToString("F0")%
Common Shares in JBSS Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026Creative Planning holds $105,479,067 across 33 Packaged Foods names. JBSS ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
349,913 | $13,023,761 | |
| 2 | INGR |
Ingredion Inc
|
94,608 | $10,658,536 | |
| 3 | KHC |
Kraft Heinz Co
|
378,231 | $8,506,414 | |
| 4 | CAG |
Conagra Brands Inc.
|
529,515 | $8,323,975 | |
| 5 | FLO |
Flowers Foods Inc
|
968,324 | $7,891,839 | |
| 6 | JBSS |
Sanfilippo John B & Son Inc
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|
70,033 | $5,555,717 | |
| 7 | HRL |
Hormel Foods Corp /De/
|
223,301 | $5,057,767 | |
| 8 | DAR |
Darling Ingredients Inc.
|
78,024 | $4,825,784 |
All Filings in JBSS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,555,717 | 70,033 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,452,904 | 48,908 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,405,035 | 37,415 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,033,039 | 32,148 | Shares | Defined | 2025-08-08 | |
| 2024-12-31 | $5,226 | 60 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||