Position in MZTI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,174
-$8,918 QoQ
Shares Held
203
-12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#258
of 327 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MZTI Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Basecamp Wealth Advisors LLC holds $349,426 across 19 Packaged Foods names. MZTI ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAR |
Darling Ingredients Inc.
|
1,042 | $56,914 | |
| 2 | LW |
Lamb Weston Holdings, Inc.
|
1,217 | $52,550 | |
| 3 | GIS |
General Mills Inc
|
1,446 | $50,320 | |
| 4 | SJM |
J M SMUCKER Co
|
433 | $48,712 | |
| 5 | JBS |
Jbs N.V.
|
2,695 | $31,935 | |
| 6 | MZTI |
Marzetti Co
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|
203 | $23,174 | |
| 7 | MICC |
Magnum Ice Cream Co N.V.
|
1,222 | $21,275 | |
| 8 | KHC |
Kraft Heinz Co
|
788 | $18,612 |
All Filings in MZTI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,174 | 203 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $32,092 | 232 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $39,954 | 243 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||