Position in SFD
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$4,111,030
+$1,503,802 QoQ
Shares Held
146,980
+25.9% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SFD Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026LPL Financial LLC holds $150,277,720 across 26 Packaged Foods names. SFD ranks #11 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
1,577,889 | $35,486,723 | |
| 2 | GIS |
General Mills Inc
|
844,436 | $31,429,907 | |
| 3 | LW |
Lamb Weston Holdings, Inc.
|
308,292 | $13,028,419 | |
| 4 | SJM |
J M SMUCKER Co
|
109,303 | $10,541,181 | |
| 5 | MKC |
Mccormick & Co Inc
|
207,954 | $10,489,199 | |
| 6 | CAG |
Conagra Brands Inc.
|
476,232 | $7,486,367 | |
| 7 | CPB |
CAMPBELL'S Co
|
265,071 | $5,903,131 | |
| 8 | INGR |
Ingredion Inc
|
42,225 | $4,757,068 |
All Filings in SFD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||