Position in SJM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,033,550
-$232,693 QoQ
Shares Held
18,076
-23.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#251
of 868 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in SJM Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026TOTH FINANCIAL ADVISORY CORP holds $5,160,499 across 5 Packaged Foods names. SJM ranks #1 (39.4% of the industry book) .
All Filings in SJM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,033,550 | 18,076 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,266,243 | 23,499 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,303,425 | 23,550 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,023,967 | 27,845 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,860,271 | 29,127 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,194,228 | 26,976 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,046,139 | 27,662 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,554,406 | 29,351 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,866,552 | 26,289 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,551,799 | 28,218 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,441,074 | 27,228 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,781,449 | 30,766 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,688,079 | 31,747 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $4,938,900 | 31,384 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $5,289,870 | 33,383 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $4,474,069 | 32,560 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,883,439 | 30,337 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $3,864,872 | 28,542 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $3,492,747 | 25,716 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,875,678 | 23,958 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $3,021,054 | 23,316 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,608,669 | 20,617 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $2,273,274 | 19,665 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,237,506 | 19,369 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $2,056,205 | 19,433 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $1,641,690 | 14,790 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||