Position in SFM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,142,252
+$325,987 QoQ
Shares Held
13,505
+27.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#260
of 637 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in SFM Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $7,999,527 across 3 Grocery Stores names. SFM ranks #3 (14.3% of the industry book) .
All Filings in SFM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,142,252 | 13,505 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $816,265 | 10,583 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $2,752,313 | 25,297 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,790,177 | 23,021 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $3,025,782 | 19,823 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $2,373,286 | 18,677 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $1,953,152 | 17,690 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $809,828 | 9,680 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $692,773 | 10,744 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $543,691 | 11,301 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $489,846 | 11,445 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $430,034 | 11,708 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $422,707 | 12,067 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $410,807 | 12,691 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $360,417 | 12,988 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $331,666 | 13,099 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $424,726 | 13,281 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $396,020 | 13,343 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $320,927 | 13,851 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $344,197 | 13,851 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $369,458 | 13,879 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $564,367 | 28,078 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $320,542 | 15,315 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||