Position in LFVN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$28,030
+$23,538 QoQ
Shares Held
4,492
+331.9% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 88 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in LFVN Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Arax Advisory Partners holds $23,600,161 across 39 Packaged Foods names. LFVN ranks #30 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
73,048 | $3,683,095 | |
| 2 | SJM |
J M SMUCKER Co
|
32,345 | $3,638,812 | |
| 3 | CAG |
Conagra Brands Inc.
|
256,642 | $3,454,401 | |
| 4 | GIS |
General Mills Inc
|
84,320 | $2,934,336 | |
| 5 | CPB |
CAMPBELL'S Co
|
82,341 | $1,833,734 | |
| 6 | KHC |
Kraft Heinz Co
|
60,960 | $1,439,875 | |
| 7 | LW |
Lamb Weston Holdings, Inc.
|
31,041 | $1,340,350 | |
| 8 | DAR |
Darling Ingredients Inc.
|
19,768 | $1,079,728 |
All Filings in LFVN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,030 | 4,492 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,492 | 1,040 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,406 | 1,040 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,783 | 1,211 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,603 | 1,040 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $15,163 | 1,040 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||