Position in USNA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$97,412
+$40,073 QoQ
Shares Held
5,576
+90.9% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in USNA Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026CWM, LLC holds $103,888,148 across 43 Packaged Foods names. USNA ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
527,766 | $19,643,450 | |
| 2 | SJM |
J M SMUCKER Co
|
201,307 | $19,414,047 | |
| 3 | KHC |
Kraft Heinz Co
|
811,859 | $18,258,708 | |
| 4 | HRL |
Hormel Foods Corp /De/
|
680,002 | $15,402,045 | |
| 5 | DAR |
Darling Ingredients Inc.
|
98,710 | $6,105,213 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
|
90,790 | $3,836,785 | |
| 7 | CAG |
Conagra Brands Inc.
|
222,256 | $3,493,864 | |
| 8 | INGR |
Ingredion Inc
|
28,777 | $3,242,016 |
All Filings in USNA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $97,412 | 5,576 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $57,339 | 2,921 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $126,950 | 4,608 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $84,323 | 2,762 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $35,519 | 1,317 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $36,141 | 1,007 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $38,375 | 1,012 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $46,009 | 1,017 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $74,835 | 1,543 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $67,911 | 1,267 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $49,642 | 847 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $53,394 | 847 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $53,276 | 847 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $44,741 | 841 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $39,907 | 712 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $51,158 | 707 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $55,773 | 702 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $70,840 | 700 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $71,701 | 700 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $68,320 | 700 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $53,970 | 700 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $51,555 | 700 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $51,401 | 700 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $40,432 | 700 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||