Position in SFM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,194
+$6,407 QoQ
Shares Held
156
+77.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#539
of 637 holders
Holding Since
Dec 2022
15 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, 2026Clearstead Advisors, LLC holds $13,282,716 across 8 Grocery Stores names. SFM ranks #3 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACI |
Albertsons Companies, Inc.
|
889,014 | $12,028,359 | |
| 2 | KR |
Kroger Co
|
22,317 | $1,239,263 | |
| 3 | SFM |
Sprouts Farmers Market, Inc.
This page
|
156 | $13,194 | |
| 4 | NGVC |
Natural Grocers by Vitamin Cottage, Inc.
|
33 | $1,023 | |
| 5 | GO |
Grocery Outlet Holding Corp.
|
29 | $289 | |
| 6 | DNUT |
Krispy Kreme, Inc.
|
63 | $222 | |
| 7 | VLGEA |
Village Super Market Inc
|
5 | $210 | |
| 8 | WMK |
Weis Markets Inc
|
2 | $156 |
All Filings in SFM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,194 | 156 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,787 | 88 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $30,274 | 380 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $23,936 | 220 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $79,521 | 483 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $28,085 | 184 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $41,043 | 323 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $33,895 | 307 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $16,397 | 196 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,186 | 189 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,168 | 149 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,140 | 50 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,836 | 50 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,751 | 50 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,618 | 50 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||