Position in SJM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$314,780
-$3,102 QoQ
Shares Held
3,264
+0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
10 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 Mar 31, 2026Summit Financial, LLC holds $5,693,951 across 7 Packaged Foods names. SJM ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPC |
Pilgrims Pride Corp
|
48,783 | $1,842,046 | |
| 2 | MKC |
Mccormick & Co Inc
|
26,337 | $1,328,438 | |
| 3 | GIS |
General Mills Inc
|
24,491 | $911,555 | |
| 4 | CAG |
Conagra Brands Inc.
|
36,247 | $569,802 | |
| 5 | INGR |
Ingredion Inc
|
4,411 | $496,943 | |
| 6 | SJM |
J M SMUCKER Co
This page
|
3,264 | $314,780 | |
| 7 | KHC |
Kraft Heinz Co
|
10,244 | $230,387 |
All Filings in SJM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $314,780 | 3,264 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $317,882 | 3,250 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $300,061 | 2,763 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $278,593 | 2,837 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $296,617 | 2,505 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $307,124 | 2,789 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $344,166 | 2,842 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $336,933 | 3,090 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $205,367 | 1,625 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $225,049 | 1,524 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||