Position in SFD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$780,004
+$7,251 QoQ
Shares Held
32,152
+16.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#116
of 283 holders
Holding Since
Mar 2026
2 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, 2026AE Wealth Management LLC holds $52,368,224 across 14 Packaged Foods names. SFD ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
934,768 | $32,529,902 | |
| 2 | SJM |
J M SMUCKER Co
|
60,254 | $6,778,561 | |
| 3 | KHC |
Kraft Heinz Co
|
187,507 | $4,428,894 | |
| 4 | CPB |
CAMPBELL'S Co
|
110,262 | $2,455,511 | |
| 5 | CAG |
Conagra Brands Inc.
|
102,250 | $1,376,262 | |
| 6 | SMPL |
Simply Good Foods Co
|
66,767 | $886,655 | |
| 7 | MKC |
Mccormick & Co Inc
|
17,467 | $880,676 | |
| 8 | BRBR |
Bellring Brands, Inc.
|
61,384 | $794,295 |
All Filings in SFD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $780,004 | 32,152 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $772,753 | 27,628 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||