Position in SFD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$72,632
-$281 QoQ
Shares Held
2,994
+14.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#200
of 283 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SFD Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,086,367 across 37 Packaged Foods names. SFD ranks #12 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
19,348 | $673,306 | |
| 2 | CAG |
Conagra Brands Inc.
|
31,374 | $422,289 | |
| 3 | MKC |
Mccormick & Co Inc
|
6,787 | $342,195 | |
| 4 | LW |
Lamb Weston Holdings, Inc.
|
6,444 | $278,247 | |
| 5 | FLO |
Flowers Foods Inc
|
22,799 | $180,109 | |
| 6 | DAR |
Darling Ingredients Inc.
|
2,892 | $157,958 | |
| 7 | CPB |
CAMPBELL'S Co
|
6,243 | $139,027 | |
| 8 | KHC |
Kraft Heinz Co
|
5,198 | $122,772 |
All Filings in SFD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,632 | 2,994 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $72,913 | 2,607 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $15,271 | 684 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $19,322 | 823 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,482 | 233 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||