Position in SFM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,484,811
+$1,527,840 QoQ
Shares Held
100,317
+11.2% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#111
of 641 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SFM Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $54,235,940 across 9 Grocery Stores names. SFM ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
295,648 | $16,417,332 | |
| 2 | WMK |
Weis Markets Inc
|
155,628 | $12,187,228 | |
| 3 | SFM |
Sprouts Farmers Market, Inc.
This page
|
100,317 | $8,484,811 | |
| 4 | IMKTA |
Ingles Markets Inc
|
82,835 | $7,337,524 | |
| 5 | ACI |
Albertsons Companies, Inc.
|
255,397 | $3,455,521 | |
| 6 | VLGEA |
Village Super Market Inc
|
68,947 | $2,908,184 | |
| 7 | GO |
Grocery Outlet Holding Corp.
|
192,007 | $1,916,229 | |
| 8 | NGVC |
Natural Grocers by Vitamin Cottage, Inc.
|
30,770 | $954,485 |
All Filings in SFM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,484,811 | 100,317 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,956,971 | 90,198 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,925,181 | 49,268 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,099,020 | 46,866 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,916,595 | 60,232 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $8,037,259 | 52,655 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,769,994 | 45,408 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,193,260 | 37,979 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,506,614 | 29,962 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,488,906 | 23,091 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $819,745 | 17,039 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $656,723 | 15,344 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $378,391 | 10,302 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $282,096 | 8,053 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $280,291 | 8,659 | Shares | Sole | 2023-02-10 | |
| 2020-12-31 | $247,873 | 12,332 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $263,383 | 12,584 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $629,769 | 24,610 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||