Position in SJM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$693,900
+$470,835 QoQ
Shares Held
6,168
+166.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#373
of 880 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Lido Advisors, LLC holds $8,202,755 across 12 Packaged Foods names. SJM ranks #6 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAG |
Conagra Brands Inc.
|
121,359 | $1,633,492 | |
| 2 | GIS |
General Mills Inc
|
34,781 | $1,210,378 | |
| 3 | HRL |
Hormel Foods Corp /De/
|
39,936 | $991,211 | |
| 4 | MKC |
Mccormick & Co Inc
|
17,907 | $902,870 | |
| 5 | KHC |
Kraft Heinz Co
|
34,685 | $819,259 | |
| 6 | SJM |
J M SMUCKER Co
This page
|
6,168 | $693,900 | |
| 7 | MZTI |
Marzetti Co
|
5,610 | $640,437 | |
| 8 | SFD |
Smithfield Foods Inc
|
14,715 | $356,985 |
All Filings in SJM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $693,900 | 6,168 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $223,065 | 2,313 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $293,430 | 3,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $297,781 | 2,742 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $246,973 | 2,515 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,079,069 | 9,113 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $868,405 | 7,886 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $950,150 | 7,846 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $759,463 | 6,965 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,518,746 | 12,066 | Shares | Defined | 2024-05-15 | |
| 2023-09-30 | $293,631 | 2,389 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,771,005 | 11,993 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,008,913 | 19,120 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $277,938 | 1,754 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $267,262 | 1,945 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,301,989 | 10,171 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,605,962 | 11,860 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,284,585 | 9,458 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,039,819 | 8,663 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $1,132,960 | 8,744 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,150,031 | 9,089 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $845,845 | 7,317 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||