Valeo Financial Advisors, LLC

Position in SJM — J M SMUCKER Co

CIK 1722641 CARMEL, IN

Position in SJM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$253,012

+$49,910 QoQ

Shares Held

2,249

+6.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#573

of 880 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $2,749,242 across 5 Packaged Foods names. SJM ranks #4 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc	37,953	$1,320,764
2	KHC	Kraft Heinz Co	25,379	$599,451
3	CPB	CAMPBELL'S Co	18,845	$419,678
4	SJM	J M SMUCKER Co This page	2,249	$253,012
5	CAG	Conagra Brands Inc.	11,615	$156,337

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,012	2,249	+6.8%	Shares	Sole	2026-07-08
2026-03-31	$203,102	2,106	-0.2%	Shares	Sole	2026-05-08
2025-12-31	$206,476	2,111	-0.4%	Shares	Sole	2026-02-04
2025-09-30	$230,123	2,119	+5.2%	Shares	Sole	2025-11-03
2025-03-31	$238,596	2,015	+13.4%	Shares	Sole	2025-04-30
2023-12-31	$224,577	1,777	+31.1%	Shares	Sole	2024-01-29
2023-03-31	$213,236	1,355	+33.9%	Shares	Sole	2023-04-17
2021-03-31	$128,048	1,012	-95.2%	Shares	Sole	2021-04-12
2020-12-31	$281,000	20,910	+1114.3%	Shares	Sole	2021-02-11
2020-09-30	$198,925	1,722	+748.3%	Shares	Sole	2020-10-28
2020-06-30	$21,479	203	-58.7%	Shares	Sole	2020-07-20
2020-03-31	$54,612	492	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.