Optimize Financial Inc

Position in SJM — J M SMUCKER Co

CIK 2033266 LAGUNA HILLS, CA

Position in SJM

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$550,768

New position

Shares Held

5,711

first reported quarter

Ownership

0.005%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Mar 31, 2026

Optimize Financial Inc holds $2,223,406 across 4 Packaged Foods names. SJM ranks #3 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INGR	Ingredion Inc	5,531	$623,122
2	NOMD	Nomad Foods Ltd	61,908	$594,935
3	SJM	J M SMUCKER Co This page	5,711	$550,768
4	FRPT	Freshpet, Inc.	7,710	$454,581

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$550,768	5,711	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.