Position in SFD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$772,753
New position
Shares Held
27,628
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026AE Wealth Management LLC holds $49,430,307 across 13 Packaged Foods names. SFD ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPB |
CAMPBELL'S Co
|
845,148 | $18,821,421 | |
| 2 | CAG |
Conagra Brands Inc.
|
950,471 | $14,941,374 | |
| 3 | SJM |
J M SMUCKER Co
|
54,098 | $5,217,187 | |
| 4 | KHC |
Kraft Heinz Co
|
153,640 | $3,455,347 | |
| 5 | PPC |
Pilgrims Pride Corp
|
59,728 | $2,255,316 | |
| 6 | GIS |
General Mills Inc
|
58,289 | $2,169,499 | |
| 7 | SFD |
Smithfield Foods Inc
This page
|
27,628 | $772,753 | |
| 8 | MKC |
Mccormick & Co Inc
|
11,006 | $555,136 |
All Filings in SFD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $772,753 | 27,628 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||