Position in SFM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,956,971
+$3,031,790 QoQ
Shares Held
90,198
+83.1% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 0.8392647287079537.ToString("F0")%
Shared 0.ToString("F0")%
None 99.16073527129204.ToString("F0")%
Common Shares in SFM Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Mar 31, 2026Creative Planning holds $43,071,075 across 9 Grocery Stores names. SFM ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
280,441 | $20,292,710 | |
| 2 | SFM |
Sprouts Farmers Market, Inc.
This page
|
90,198 | $6,956,971 | |
| 3 | IMKTA |
Ingles Markets Inc
|
57,191 | $5,140,898 | |
| 4 | WMK |
Weis Markets Inc
|
61,676 | $4,218,021 | |
| 5 | ACI |
Albertsons Companies, Inc.
|
192,178 | $3,274,713 | |
| 6 | VLGEA |
Village Super Market Inc
|
53,499 | $2,259,262 | |
| 7 | NGVC |
Natural Grocers by Vitamin Cottage, Inc.
|
14,492 | $374,618 | |
| 8 | DNUT |
Krispy Kreme, Inc.
|
91,055 | $308,676 |
All Filings in SFM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||