Position in SJM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$22,050
+$3,148 QoQ
Shares Held
196
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#726
of 880 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026HARBOR INVESTMENT ADVISORY, LLC holds $361,896 across 10 Packaged Foods names. SJM ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
5,832 | $294,049 | |
| 2 | GIS |
General Mills Inc
|
836 | $29,092 | |
| 3 | SJM |
J M SMUCKER Co
This page
|
196 | $22,050 | |
| 4 | LW |
Lamb Weston Holdings, Inc.
|
176 | $7,599 | |
| 5 | KHC |
Kraft Heinz Co
|
184 | $4,346 | |
| 6 | POST |
Post Holdings, Inc.
|
31 | $2,736 | |
| 7 | MICC |
Magnum Ice Cream Co N.V.
|
90 | $1,566 | |
| 8 | CPB |
CAMPBELL'S Co
|
16 | $356 |
All Filings in SJM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,050 | 196 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $18,902 | 196 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $21,713 | 222 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $24,978 | 230 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $22,586 | 230 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $27,234 | 230 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $30,943 | 281 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $33,060 | 273 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $29,876 | 274 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $34,362 | 273 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $34,501 | 273 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $33,554 | 273 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $40,313 | 273 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $42,962 | 273 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $43,259 | 273 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $37,512 | 273 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $34,946 | 273 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $36,966 | 273 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $37,078 | 273 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $26,646 | 222 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $28,764 | 222 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $28,089 | 222 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $25,663 | 222 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $25,645 | 222 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $20,738 | 196 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $21,756 | 196 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||