SilverOak Wealth Management LLC HRL — HORMEL FOODS CORP

Ownership history in SilverOak Wealth Management LLC  ·  10 quarters on record

AI Ownership Summary

SilverOak Wealth Management LLC reported HORMEL FOODS CORP (HRL) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.56% in 2024 Q1. The latest visible filing shows HRL at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HRL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SilverOak Wealth Management LLC's position in HORMEL FOODS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HRL was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HRL stock page SilverOak Wealth Management LLC fund profile SilverOak Wealth Management LLC full holdings
How SilverOak Wealth Management LLC held HRL — position size vs. price
% of Fund (quarterly)    HRL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 55,287 -3,000 -5.1% 0.20% $1.3M 2026-04-29 $20.86
2025 Q4 REDUCED — — — 58,287 -1,047 -1.8% 0.22% $1.4M 2026-01-28 $24.25
2025 Q3 REDUCED — — — 59,334 -2,014 -3.3% 0.25% $1.5M 2025-10-24 $23.20
2025 Q2 UNCHANGED — — — 61,348 — 0% 0.35% $1.9M 2025-07-29 $27.60
2025 Q1 UNCHANGED — — — 61,348 — 0% 0.41% $1.9M 2025-04-30 $28.48
2024 Q4 ADDED — — — 61,348 +14 +0.0% 0.41% $1.9M 2025-01-31 $28.28
2024 Q3 UNCHANGED — — — 61,334 — 0% 0.44% $1.9M 2024-11-01 $28.88
2024 Q2 REDUCED — — — 61,334 -3,000 -4.7% 0.45% $1.9M 2024-08-08 $29.60
2024 Q1 ADDED — — — 64,334 +1,047 +1.7% 0.56% $2.2M 2024-05-07 $32.39
2023 Q4 INITIATED — — — 63,287 — — 0.55% $2.0M 2024-02-14 $26.20

🏢 Other funds also holding HRL

As of 2026 Q1 — sorted by position size

Atlas FRM LLC 3Y 4.19% Fourth Sail Capital LP 3.79% EPIQ PARTNERS, LLC 3Y 3.19% Great Hill Capital LLC 1.34% SJS Investment Consulting Inc. 3Y 1.31% Kinloch Capital, LLC 3Y 1.3% GRANDFIELD & DODD, LLC 3Y 7Y 1.27% BTS Asset Management, Inc. 3Y 7Y 0.95% Teza Capital Management LLC 3Y 7Y 0.9% MILLER HOWARD INVESTMENTS INC /NY 3Y 7Y 0.88%

FAQ About SilverOak Wealth Management LLC and HRL

These are the practical questions this page is built to answer before you even open the full history table.

How long has SilverOak Wealth Management LLC reported owning HRL?

SilverOak Wealth Management LLC reported HRL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HRL position in SilverOak Wealth Management LLC's portfolio?

The largest reported portfolio weight for HRL was 0.56% in 2024 Q1.

What is the latest reported HRL position on this page?

The most recent filing on this page is 2026 Q1, when SilverOak Wealth Management LLC reported 55,287 shares, equal to 0.20% of portfolio, with an estimated market value of $1.3M.

What does the chart on this HRL ownership page compare?

The chart compares SilverOak Wealth Management LLC's quarterly HRL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SilverOak Wealth Management LLC time their HRL position?

Based on 13F filing dates vs. subsequent HRL price moves, SilverOak Wealth Management LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on HRL relative to SPY over the holding period was -24.2%.

← Back to SilverOak Wealth Management LLC Holdings