Position in SJM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,175
+$739 QoQ
Shares Held
46
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#798
of 880 holders
Holding Since
Mar 2020
26 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, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $148,899 across 7 Packaged Foods names. SJM ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRL |
Hormel Foods Corp /De/
|
2,770 | $68,751 | |
| 2 | GIS |
General Mills Inc
|
1,461 | $50,842 | |
| 3 | CENT |
Central Garden & Pet Co
|
239 | $10,597 | |
| 4 | USNA |
Usana Health Sciences Inc
|
281 | $5,999 | |
| 5 | SJM |
J M SMUCKER Co
This page
|
46 | $5,175 | |
| 6 | KHC |
Kraft Heinz Co
|
200 | $4,724 | |
| 7 | PPC |
Pilgrims Pride Corp
|
100 | $2,811 |
All Filings in SJM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,175 | 46 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,436 | 46 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,401 | 45 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $13,032 | 120 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $11,685 | 119 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $14,090 | 119 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $13,104 | 119 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $9,082 | 75 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $8,178 | 75 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $9,440 | 75 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $15,797 | 125 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $15,363 | 125 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $18,458 | 125 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $19,671 | 125 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $19,807 | 125 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $17,176 | 125 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $16,001 | 125 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $16,926 | 125 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $16,977 | 125 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $15,003 | 125 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $16,196 | 125 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $15,816 | 125 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $14,450 | 125 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $14,440 | 125 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $13,226 | 125 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $13,875 | 125 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||