Position in OFRM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,880
New position
Shares Held
482
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026CURIO WEALTH, LLC holds $30,255 across 16 Packaged Foods names. OFRM ranks #2 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
403 | $20,327 | |
| 2 | OFRM |
Once Upon a Farm, PBC
This page
|
482 | $7,880 | |
| 3 | KHC |
Kraft Heinz Co
|
13 | $292 | |
| 4 | SJM |
J M SMUCKER Co
|
3 | $289 | |
| 5 | INGR |
Ingredion Inc
|
2 | $225 | |
| 6 | POST |
Post Holdings, Inc.
|
2 | $197 | |
| 7 | GIS |
General Mills Inc
|
5 | $186 | |
| 8 | DAR |
Darling Ingredients Inc.
|
3 | $185 |
All Filings in OFRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,880 | 482 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||