Position in SJM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$235,237
+$13,992 QoQ
Shares Held
2,091
-7.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#583
of 868 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $5,889,669 across 8 Packaged Foods names. SJM ranks #8 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
91,726 | $3,192,064 | |
| 2 | KHC |
Kraft Heinz Co
|
29,913 | $706,544 | |
| 3 | MKC |
Mccormick & Co Inc
|
12,418 | $626,115 | |
| 4 | CAG |
Conagra Brands Inc.
|
26,173 | $352,287 | |
| 5 | LW |
Lamb Weston Holdings, Inc.
|
6,262 | $270,392 | |
| 6 | POST |
Post Holdings, Inc.
|
2,987 | $263,631 | |
| 7 | FLO |
Flowers Foods Inc
|
30,810 | $243,399 | |
| 8 | SJM |
J M SMUCKER Co
This page
|
2,091 | $235,237 |
All Filings in SJM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,237 | 2,091 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $221,245 | 2,262 | Shares | Sole | 2026-01-29 | |
| 2025-03-31 | $1,781,715 | 15,047 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,490,474 | 13,535 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,633,639 | 13,490 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,241,638 | 11,387 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,222,197 | 9,710 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,074,230 | 8,500 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||