Position in LSF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$162,817
+$88,337 QoQ
Shares Held
34,642
0.0% QoQ
Ownership
0.310%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 45 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LSF Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $168,618,169 across 36 Packaged Foods names. LSF ranks #32 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
548,688 | $19,094,341 | |
| 2 | MKC |
Mccormick & Co Inc
|
348,554 | $17,574,092 | |
| 3 | CPB |
CAMPBELL'S Co
|
546,994 | $12,181,555 | |
| 4 | CAG |
Conagra Brands Inc.
|
886,177 | $11,927,942 | |
| 5 | KHC |
Kraft Heinz Co
|
483,231 | $11,413,915 | |
| 6 | FLO |
Flowers Foods Inc
|
1,261,623 | $9,966,820 | |
| 7 | INGR |
Ingredion Inc
|
99,311 | $9,405,744 | |
| 8 | USNA |
Usana Health Sciences Inc
|
417,971 | $8,923,680 |
All Filings in LSF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,817 | 34,642 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $74,480 | 34,642 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $76,905 | 34,642 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $283,809 | 50,862 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $326,730 | 51,862 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $318,951 | 51,862 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $263,507 | 33,440 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $165,862 | 33,440 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $187,932 | 33,440 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $80,256 | 33,440 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $30,430 | 33,440 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $37,002 | 35,925 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||