Position in SJM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$284,175
+$208,470 QoQ
Shares Held
2,526
+221.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2
of 7 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026CX Institutional holds $5,782,206 across 15 Packaged Foods names. SJM ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPC |
Pilgrims Pride Corp
|
127,307 | $3,578,599 | |
| 2 | LW |
Lamb Weston Holdings, Inc.
|
13,198 | $569,889 | |
| 3 | HRL |
Hormel Foods Corp /De/
|
15,420 | $382,724 | |
| 4 | KHC |
Kraft Heinz Co
|
14,119 | $333,490 | |
| 5 | SJM |
J M SMUCKER Co
This page
|
2,526 | $284,175 | |
| 6 | CPB |
CAMPBELL'S Co
|
11,363 | $253,054 | |
| 7 | GIS |
General Mills Inc
|
4,338 | $150,962 | |
| 8 | MKC |
Mccormick & Co Inc
|
2,891 | $145,764 |
All Filings in SJM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,175 | 2,526 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $75,705 | 785 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $117,176 | 1,198 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $116,310 | 1,071 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $44,190 | 450 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $222,255 | 1,877 | Shares | Sole | 2025-04-15 | |
| 2022-06-30 | $63,492 | 496 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $24,726 | 206 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $27,339 | 211 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $22,269 | 176 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $16,184 | 140 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $10,281 | 89 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $4,973 | 47 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,220 | 20 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||