Position in USNA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$292,793
New position
Shares Held
13,714
first reported quarter
Ownership
0.074%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 137 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 4%
Shared 0%
None 96%
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Focus Partners Wealth holds $102,618,628 across 27 Packaged Foods names. USNA ranks #20 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
677,403 | $34,163,170 | |
| 2 | GIS |
General Mills Inc
|
537,205 | $18,694,734 | |
| 3 | UTZ |
Utz Brands, Inc.
|
2,389,800 | $18,401,460 | |
| 4 | KHC |
Kraft Heinz Co
|
228,685 | $5,401,539 | |
| 5 | CAG |
Conagra Brands Inc.
|
393,489 | $5,296,361 | |
| 6 | NOMD |
Nomad Foods Ltd
|
464,759 | $5,089,111 | |
| 7 | FLO |
Flowers Foods Inc
|
351,600 | $2,777,640 | |
| 8 | SJM |
J M SMUCKER Co
|
22,265 | $2,504,812 |
All Filings in USNA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,793 | 13,714 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||