Foundations Investment Advisors, LLC

Endowment

Position in SJM — J M SMUCKER Co

CIK 1743404 PHOENIX, AZ

Position in SJM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$735,750

+$293,284 QoQ

Shares Held

6,540

+42.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#368

of 880 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $5,336,059 across 6 Packaged Foods names. SJM ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc	56,766	$1,975,456
2	HRL	Hormel Foods Corp /De/	63,323	$1,571,676
3	SJM	J M SMUCKER Co This page	6,540	$735,750
4	MKC	Mccormick & Co Inc	8,029	$404,822
5	LW	Lamb Weston Holdings, Inc.	8,375	$361,632
6	KHC	Kraft Heinz Co	12,139	$286,723

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$735,750	6,540	+42.5%	Shares	Sole	2026-08-14
2026-03-31	$442,466	4,588	+119.7%	Shares	Sole	2026-05-11
2025-12-31	$204,227	2,088	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.