Position in SFM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,206,427
+$177,918 QoQ
Shares Held
37,910
-3.5% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#179
of 637 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SFM Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Summit Financial, LLC holds $4,122,949 across 2 Grocery Stores names. SFM ranks #1 (77.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFM |
Sprouts Farmers Market, Inc.
This page
|
37,910 | $3,206,427 | |
| 2 | KR |
Kroger Co
|
16,505 | $916,522 |
All Filings in SFM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,206,427 | 37,910 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,028,509 | 39,265 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $285,457 | 3,583 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $249,260 | 2,291 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $417,691 | 2,537 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||