Position in SJM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,005,410
+$580,690 QoQ
Shares Held
8,937
+102.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#328
of 880 holders
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Merit Financial Group, LLC holds $14,548,819 across 18 Packaged Foods names. SJM ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
99,713 | $3,470,010 | |
| 2 | HRL |
Hormel Foods Corp /De/
|
74,247 | $1,842,809 | |
| 3 | MKC |
Mccormick & Co Inc
|
27,839 | $1,403,640 | |
| 4 | CAG |
Conagra Brands Inc.
|
95,989 | $1,292,009 | |
| 5 | SJM |
J M SMUCKER Co
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|
8,937 | $1,005,410 | |
| 6 | BRBR |
Bellring Brands, Inc.
|
70,645 | $914,145 | |
| 7 | DAR |
Darling Ingredients Inc.
|
14,375 | $785,159 | |
| 8 | LW |
Lamb Weston Holdings, Inc.
|
18,117 | $782,291 |
All Filings in SJM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,005,410 | 8,937 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $424,720 | 4,404 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $346,245 | 3,540 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $672,014 | 6,188 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $308,446 | 3,141 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $203,073 | 1,715 | Shares | Sole | 2025-04-09 | |
| 2023-06-30 | $205,556 | 1,392 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $237,786 | 1,511 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $256,071 | 1,616 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $219,443 | 1,597 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $306,711 | 2,396 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $212,729 | 1,571 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||