BURNEY CO/

Position in SJM — J M SMUCKER Co

CIK 940445 RESTON, VA

Position in SJM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$578,362

+$82,564 QoQ

Shares Held

5,141

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#406

of 880 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

BURNEY CO/ holds $7,815,000 across 3 Packaged Foods names. SJM ranks #3 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAR	Darling Ingredients Inc.	107,178	$5,854,062
2	INGR	Ingredion Inc	14,598	$1,382,576
3	SJM	J M SMUCKER Co This page	5,141	$578,362

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$578,362	5,141	0.0%	Shares	Sole	2026-07-15
2026-03-31	$495,798	5,141	+1.5%	Shares	Sole	2026-04-29
2025-12-31	$495,407	5,065	-0.3%	Shares	Sole	2026-01-23
2025-09-30	$551,579	5,079	-2.4%	Shares	Sole	2025-10-16
2025-06-30	$511,032	5,204	-7.8%	Shares	Sole	2025-08-05
2025-03-31	$668,306	5,644	+0.3%	Shares	Sole	2025-05-06
2024-12-31	$619,755	5,628	+2.4%	Shares	Sole	2025-01-14
2024-09-30	$665,807	5,498	-0.7%	Shares	Sole	2024-10-18
2024-06-30	$603,863	5,538	-3.5%	Shares	Sole	2024-07-29
2024-03-31	$722,116	5,737	-3.3%	Shares	Sole	2024-05-22
2023-12-31	$749,686	5,932	+2.5%	Shares	Sole	2024-02-12
2023-09-30	$711,403	5,788	-0.7%	Shares	Sole	2023-11-08
2023-06-30	$860,473	5,827	0.0%	Shares	Sole	2023-08-09
2023-03-31	$916,994	5,827	+0.4%	Shares	Sole	2023-05-10
2022-12-31	$919,226	5,801	-2.7%	Shares	Sole	2023-02-06
2022-09-30	$819,101	5,961	+0.6%	Shares	Sole	2022-11-15
2022-06-30	$758,587	5,926	+2.8%	Shares	Sole	2022-08-12
2022-03-31	$780,367	5,763	+3.6%	Shares	Sole	2022-05-09
2021-12-31	$755,295	5,561	+7.3%	Shares	Sole	2022-02-11
2021-09-30	$621,875	5,181	+54.0%	Shares	Sole	2021-11-12
2021-06-30	$435,873	3,364	+8.6%	Shares	Sole	2021-08-06
2021-03-31	$392,116	3,099	+48.5%	Shares	Sole	2021-05-13
2020-12-31	$241,257	2,087	+3.0%	Shares	Sole	2021-02-11
2020-09-30	$234,159	2,027	—	Shares	Sole	2020-12-14
No filing history on record for this holder in this stock.