Position in SFD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,652,488
-$458,542 QoQ
Shares Held
150,556
+2.4% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 283 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SFD Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026LPL Financial LLC holds $149,696,470 across 28 Packaged Foods names. SFD ranks #10 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
1,636,592 | $38,656,303 | |
| 2 | GIS |
General Mills Inc
|
905,204 | $31,501,099 | |
| 3 | SJM |
J M SMUCKER Co
|
119,239 | $13,414,387 | |
| 4 | CAG |
Conagra Brands Inc.
|
736,971 | $9,919,629 | |
| 5 | CPB |
CAMPBELL'S Co
|
432,457 | $9,630,817 | |
| 6 | MKC |
Mccormick & Co Inc
|
173,752 | $8,761,117 | |
| 7 | LW |
Lamb Weston Holdings, Inc.
|
112,833 | $4,872,128 | |
| 8 | INGR |
Ingredion Inc
|
48,446 | $4,588,320 |
All Filings in SFD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,652,488 | 150,556 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,111,030 | 146,980 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,607,228 | 116,759 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $233,626 | 9,950 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||