Position in SJM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$355,275
+$40,495 QoQ
Shares Held
3,158
-3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#509
of 880 holders
Holding Since
Jun 2023
11 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, 2026Summit Financial, LLC holds $6,923,416 across 7 Packaged Foods names. SJM ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFD |
Smithfield Foods Inc
|
150,517 | $3,651,542 | |
| 2 | MKC |
Mccormick & Co Inc
|
24,625 | $1,241,592 | |
| 3 | GIS |
General Mills Inc
|
15,164 | $527,707 | |
| 4 | INGR |
Ingredion Inc
|
4,602 | $435,855 | |
| 5 | CAG |
Conagra Brands Inc.
|
29,231 | $393,449 | |
| 6 | SJM |
J M SMUCKER Co
This page
|
3,158 | $355,275 | |
| 7 | KHC |
Kraft Heinz Co
|
13,463 | $317,996 |
All Filings in SJM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,275 | 3,158 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||