Position in SJM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,131,250
+$1,102,772 QoQ
Shares Held
54,500
+4.5% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#143
of 886 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Ethic Inc. holds $38,086,366 across 15 Packaged Foods names. SJM ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
256,327 | $8,920,179 | |
| 2 | SJM |
J M SMUCKER Co
This page
|
54,500 | $6,131,250 | |
| 3 | HRL |
Hormel Foods Corp /De/
|
159,176 | $3,950,748 | |
| 4 | CAG |
Conagra Brands Inc.
|
283,052 | $3,809,879 | |
| 5 | MKC |
Mccormick & Co Inc
|
73,457 | $3,703,701 | |
| 6 | CPB |
CAMPBELL'S Co
|
126,557 | $2,818,424 | |
| 7 | INGR |
Ingredion Inc
|
20,264 | $1,919,203 | |
| 8 | DAR |
Darling Ingredients Inc.
|
27,503 | $1,502,213 |
All Filings in SJM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,131,250 | 54,500 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,028,478 | 52,141 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,950,261 | 50,611 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,957,796 | 54,860 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,181,454 | 42,581 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,179,490 | 43,742 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,430,017 | 40,229 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,216,944 | 34,822 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,885,531 | 35,634 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,383,045 | 34,822 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,397,771 | 34,798 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,046,934 | 32,926 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,133,430 | 27,991 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,489,136 | 28,526 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,066,083 | 25,660 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,711,923 | 19,736 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,198,699 | 17,176 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,748,007 | 12,909 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,305,501 | 9,612 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,123,360 | 9,359 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,088,517 | 8,401 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $750,829 | 5,934 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $470,029 | 4,066 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $240,743 | 2,084 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $312,562 | 2,954 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $240,981 | 2,171 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||