Position in SJM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$569,474
+$124,115 QoQ
Shares Held
5,062
+9.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#412
of 880 holders
Holding Since
Mar 2023
14 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, 2026Independent Advisor Alliance holds $7,040,624 across 8 Packaged Foods names. SJM ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
68,682 | $2,390,133 | |
| 2 | CAG |
Conagra Brands Inc.
|
89,437 | $1,203,821 | |
| 3 | HRL |
Hormel Foods Corp /De/
|
37,659 | $934,695 | |
| 4 | CPB |
CAMPBELL'S Co
|
33,229 | $740,009 | |
| 5 | SJM |
J M SMUCKER Co
This page
|
5,062 | $569,474 | |
| 6 | MKC |
Mccormick & Co Inc
|
9,833 | $495,779 | |
| 7 | KHC |
Kraft Heinz Co
|
16,321 | $385,501 | |
| 8 | PPC |
Pilgrims Pride Corp
|
11,427 | $321,212 |
All Filings in SJM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569,474 | 5,062 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $445,359 | 4,618 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $481,419 | 4,922 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $564,719 | 5,200 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $486,384 | 4,953 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $651,135 | 5,499 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $643,209 | 5,841 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $618,094 | 5,104 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $589,143 | 5,403 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $593,854 | 4,718 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $602,074 | 4,764 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $520,769 | 4,237 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,645,782 | 11,145 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,359,519 | 8,639 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||