Position in SFM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$757,329
+$87,687 QoQ
Shares Held
8,954
+3.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#310
of 637 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SFM Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026MAI Capital Management holds $6,272,362 across 3 Grocery Stores names. SFM ranks #2 (12.1% of the industry book) .
All Filings in SFM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,329 | 8,954 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $669,642 | 8,682 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $548,288 | 6,882 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $766,713 | 7,047 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,175,529 | 7,140 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $957,052 | 6,270 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $800,541 | 6,300 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $714,021 | 6,467 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,087,161 | 12,995 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $846,042 | 13,121 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $623,409 | 12,958 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $554,602 | 12,958 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $492,732 | 13,415 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $561,250 | 16,022 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $415,436 | 12,834 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $355,866 | 12,824 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||