Position in SFM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$30,702
-$41,106 QoQ
Shares Held
363
-61.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#128
of 187 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $710,554 across 9 Grocery Stores names. SFM ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
10,098 | $560,741 | |
| 2 | VLGEA |
Village Super Market Inc
|
1,729 | $72,929 | |
| 3 | SFM |
Sprouts Farmers Market, Inc.
This page
|
363 | $30,702 | |
| 4 | DNUT |
Krispy Kreme, Inc.
|
6,737 | $23,781 | |
| 5 | GO |
Grocery Outlet Holding Corp.
|
1,264 | $12,614 | |
| 6 | ACI |
Albertsons Companies, Inc.
|
376 | $5,087 | |
| 7 | NGVC |
Natural Grocers by Vitamin Cottage, Inc.
|
107 | $3,319 | |
| 8 | WMK |
Weis Markets Inc
|
12 | $939 |
All Filings in SFM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,702 | 363 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $71,808 | 931 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $124,444 | 1,562 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $169,292 | 1,556 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $263,917 | 1,603 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $442,503 | 2,899 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $344,740 | 2,713 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $309,589 | 2,804 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $61,071 | 730 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $22,825 | 354 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $17,656 | 367 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $19,474 | 455 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $17,152 | 467 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,037 | 572 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $57,424 | 1,774 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $43,068 | 1,552 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $31,624 | 1,249 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $39,943 | 1,249 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $7,182 | 242 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $5,607 | 242 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $6,013 | 242 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $6,442 | 242 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,864 | 242 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $444,511 | 21,238 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $7,651 | 299 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $5,558 | 299 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||