Position in SJM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$46,687
+$16,502 QoQ
Shares Held
415
+32.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#687
of 880 holders
Holding Since
Jun 2020
25 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $757,652 across 18 Packaged Foods names. SJM ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
9,324 | $470,116 | |
| 2 | HRL |
Hormel Foods Corp /De/
|
6,901 | $171,282 | |
| 3 | SJM |
J M SMUCKER Co
This page
|
415 | $46,687 | |
| 4 | MZTI |
Marzetti Co
|
146 | $16,667 | |
| 5 | KHC |
Kraft Heinz Co
|
624 | $14,738 | |
| 6 | CAG |
Conagra Brands Inc.
|
962 | $12,948 | |
| 7 | GIS |
General Mills Inc
|
297 | $10,335 | |
| 8 | INGR |
Ingredion Inc
|
50 | $4,735 |
All Filings in SJM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,687 | 415 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $30,185 | 313 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $30,907 | 316 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $24,435 | 225 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $79,738 | 812 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,892,902 | 15,986 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,579,671 | 14,345 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,659,433 | 13,703 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,396,475 | 12,807 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $813,623 | 6,464 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $908,040 | 7,185 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $880,773 | 7,166 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,048,161 | 7,098 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,189,874 | 7,561 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,113,498 | 7,027 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $950,739 | 6,919 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $777,532 | 6,074 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $701,694 | 5,182 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $678,285 | 4,994 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $551,297 | 4,593 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $33,169 | 256 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $38,465 | 304 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $17,686 | 153 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $17,443 | 151 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $15,871 | 150 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||