Position in WEST
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,165
+$2,080 QoQ
Shares Held
267
+1235.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#131
of 147 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEST Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026IFP Advisors, Inc holds $5,307,584 across 33 Packaged Foods names. WEST ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAG |
Conagra Brands Inc.
|
226,563 | $3,049,537 | |
| 2 | GIS |
General Mills Inc
|
15,722 | $547,125 | |
| 3 | LW |
Lamb Weston Holdings, Inc.
|
6,849 | $295,739 | |
| 4 | KHC |
Kraft Heinz Co
|
10,251 | $242,128 | |
| 5 | MKC |
Mccormick & Co Inc
|
4,495 | $226,637 | |
| 6 | INGR |
Ingredion Inc
|
2,152 | $203,815 | |
| 7 | CPB |
CAMPBELL'S Co
|
7,198 | $160,299 | |
| 8 | SJM |
J M SMUCKER Co
|
1,177 | $132,412 |
All Filings in WEST
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,165 | 267 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $85 | 20 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $211 | 52 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $758 | 156 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $108 | 19 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||