Position in SFM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,034,656
+$1,160,774 QoQ
Shares Held
24,056
+112.3% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#214
of 641 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SFM Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Horizon Investments, LLC holds $3,393,860 across 3 Grocery Stores names. SFM ranks #1 (60.0% of the industry book) .
All Filings in SFM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,034,656 | 24,056 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $873,882 | 11,330 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $148,743 | 1,867 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $217 | 2 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,563,044 | 39,863 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,205 | 21 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,668 | 21 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,318 | 21 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,589 | 19 | Shares | Sole | 2024-08-09 | |
| 2023-12-31 | $384 | 8 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $214 | 5 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||