SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in SMPL — Simply Good Foods Co
CIK 1531593
NEW YORK, NY
Position in SMPL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$9,495
-$10,233 QoQ
Shares Held
715
+25.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#255
of 298 holders
Holding Since
Mar 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMPL Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $189,493 across 8 Packaged Foods names. SMPL ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
593 | $66,712 | |
| 2 | KHC |
Kraft Heinz Co
|
2,500 | $59,050 | |
| 3 | CAG |
Conagra Brands Inc.
|
3,333 | $44,862 | |
| 4 | SMPL |
Simply Good Foods Co
This page
|
715 | $9,495 | |
| 5 | GIS |
General Mills Inc
|
124 | $4,315 | |
| 6 | MKC |
Mccormick & Co Inc
|
59 | $2,974 | |
| 7 | HRL |
Hormel Foods Corp /De/
|
68 | $1,687 | |
| 8 | BGS |
B&G Foods, Inc.
|
100 | $398 |
All Filings in SMPL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,495 | 715 | Shares | Sole | 2026-08-03 | |
| 2025-03-31 | $19,728 | 572 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||