Position in SJM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$669,600
+$192,030 QoQ
Shares Held
5,952
+20.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#384
of 886 holders
Holding Since
Dec 2024
6 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, 2026AssuredPartners Investment Advisors, LLC holds $1,201,309 across 2 Packaged Foods names. SJM ranks #1 (55.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
This page
|
5,952 | $669,600 | |
| 2 | GIS |
General Mills Inc
|
15,279 | $531,709 |
All Filings in SJM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $669,600 | 5,952 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $477,570 | 4,952 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $747,072 | 7,638 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $355,773 | 3,276 | Shares | Sole | 2025-10-06 | |
| 2025-03-31 | $616,679 | 5,208 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $558,859 | 5,075 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||