IEQ CAPITAL, LLC

Position in SJM — J M SMUCKER Co

CIK 1779789 Foster City, CA

Position in SJM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,696,537

+$4,080,993 QoQ

Shares Held

41,747

+636.5% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#167

of 886 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

IEQ CAPITAL, LLC holds $48,961,521 across 22 Packaged Foods names. SJM ranks #5 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LW	Lamb Weston Holdings, Inc.	276,325	$11,931,713
2	GIS	General Mills Inc	195,159	$6,791,533
3	DAR	Darling Ingredients Inc.	116,020	$6,337,012
4	MKC	Mccormick & Co Inc	94,241	$4,751,631
5	SJM	J M SMUCKER Co This page	41,747	$4,696,537
6	CAG	Conagra Brands Inc.	257,701	$3,468,655
7	INGR	Ingredion Inc	16,615	$1,573,606
8	JJSF	J&J Snack Foods Corp	21,293	$1,563,970

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,696,537	41,747	+636.5%	Shares	Other	2026-08-11
2025-09-30	$615,544	5,668	-19.6%	Shares	Other	2025-11-14
2025-06-30	$692,702	7,054	+265.1%	Shares	Other	2025-08-14
2024-12-31	$212,751	1,932	-63.5%	Shares	Other	2025-02-03
2024-09-30	$640,619	5,290	-15.9%	Shares	Other	2024-11-14
2024-06-30	$685,970	6,291	-4.3%	Shares	Other	2024-08-12
2024-03-31	$827,091	6,571	+28.8%	Shares	Other	2024-05-09
2023-12-31	$644,917	5,103	+87.2%	Shares	Other	2024-02-07
2023-09-30	$335,052	2,726	-1.8%	Shares	Other	2023-11-06
2023-06-30	$409,931	2,776	-2.9%	Shares	Other	2023-08-08
2023-03-31	$449,920	2,859	+29.4%	Shares	Other	2023-05-02
2022-12-31	$350,196	2,210	+15.3%	Shares	Other	2023-02-06
2022-09-30	$263,414	1,917	+1.2%	Shares	Other	2022-11-04
2021-09-30	$227,456	1,895	+2.8%	Shares	Sole	2021-11-09
2020-03-31	$204,573	1,843	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.