Position in SJM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,081,687
+$394,456 QoQ
Shares Held
9,615
+34.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#317
of 880 holders
Holding Since
Mar 2024
9 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, 2026Everhart Financial Group, Inc. holds $1,450,863 across 2 Packaged Foods names. SJM ranks #1 (74.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
This page
|
9,615 | $1,081,687 | |
| 2 | DAR |
Darling Ingredients Inc.
|
6,759 | $369,176 |
All Filings in SJM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,081,687 | 9,615 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $687,231 | 7,126 | Shares | Sole | 2026-04-09 | |
| 2025-09-30 | $408,118 | 3,758 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $329,853 | 3,359 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $369,083 | 3,117 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $251,624 | 2,285 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $282,405 | 2,332 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $210,883 | 1,934 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $203,531 | 1,617 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||