Position in SJM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,500
+$10,511 QoQ
Shares Held
120
+287.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#757
of 886 holders
Holding Since
Sep 2020
13 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, 2026Clearstead Trust, LLC holds $122,734 across 10 Packaged Foods names. SJM ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
1,610 | $38,028 | |
| 2 | CPB |
CAMPBELL'S Co
|
1,076 | $23,962 | |
| 3 | INGR |
Ingredion Inc
|
236 | $22,351 | |
| 4 | SJM |
J M SMUCKER Co
This page
|
120 | $13,500 | |
| 5 | POST |
Post Holdings, Inc.
|
63 | $5,560 | |
| 6 | DAR |
Darling Ingredients Inc.
|
101 | $5,516 | |
| 7 | LW |
Lamb Weston Holdings, Inc.
|
120 | $5,181 | |
| 8 | HRL |
Hormel Foods Corp /De/
|
200 | $4,964 |
All Filings in SJM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,500 | 120 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,989 | 31 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,912 | 40 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,493 | 69 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,623 | 98 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,486 | 21 | Shares | Sole | 2025-05-09 | |
| 2023-09-30 | $202,064 | 1,644 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $242,769 | 1,644 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $258,716 | 1,644 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $260,508 | 1,644 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $224,390 | 1,633 | Shares | Sole | 2022-11-14 | |
| 2020-12-31 | $5,780 | 50 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,776 | 50 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||