Position in SW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,572
+$1,094 QoQ
Shares Held
34
+183.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#596
of 635 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026HFM Investment Advisors, LLC holds $15,305 across 14 Packaging & Containers names. SW ranks #6 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
12 | $2,859 | |
| 2 | CCK |
Crown Holdings, Inc.
|
16 | $1,789 | |
| 3 | AMCR |
Amcor plc
|
40 | $1,734 | |
| 4 | BALL |
BALL Corp
|
27 | $1,684 | |
| 5 | AVY |
Avery Dennison Corp
|
10 | $1,623 | |
| 6 | SW |
Smurfit Westrock plc
This page
|
34 | $1,572 | |
| 7 | GEF |
Greif, Inc
|
11 | $913 | |
| 8 | IP |
International Paper Co /New/
|
22 | $838 |
All Filings in SW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,572 | 34 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $478 | 12 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $270 | 7 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $553 | 13 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $388 | 9 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $90 | 2 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||