Position in SJM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$380,250
-$105,325 QoQ
Shares Held
3,380
-32.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#498
of 880 holders
Holding Since
Jun 2020
25 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, 2026NAPLES GLOBAL ADVISORS, LLC holds $5,924,496 across 7 Packaged Foods names. SJM ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INGR |
Ingredion Inc
|
19,918 | $1,886,433 | |
| 2 | GIS |
General Mills Inc
|
33,571 | $1,168,270 | |
| 3 | LW |
Lamb Weston Holdings, Inc.
|
24,770 | $1,069,568 | |
| 4 | CAG |
Conagra Brands Inc.
|
39,933 | $537,498 | |
| 5 | MZTI |
Marzetti Co
|
4,234 | $483,353 | |
| 6 | MKC |
Mccormick & Co Inc
|
7,916 | $399,124 | |
| 7 | SJM |
J M SMUCKER Co
This page
|
3,380 | $380,250 |
All Filings in SJM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,250 | 3,380 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $485,575 | 5,035 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $544,312 | 5,565 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $989,997 | 9,116 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $912,867 | 9,296 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,072,913 | 9,061 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $975,773 | 8,861 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,083,360 | 8,946 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,012,109 | 9,282 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,252,658 | 9,952 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,242,694 | 9,833 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,144,292 | 9,310 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,327,700 | 8,991 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,574,801 | 10,007 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,597,593 | 10,082 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $1,356,923 | 9,875 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,234,016 | 9,640 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,256,604 | 9,280 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,100,142 | 8,100 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,001,050 | 8,340 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $983,436 | 7,590 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $960,362 | 7,590 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $778,566 | 6,735 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $609,945 | 5,280 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $339,121 | 3,205 | Shares | Sole | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||