BranchOut Food Inc. (BOF) shareholders
Close on Nov 13, 2026Market cap $31.09MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Daniel Louis Kaufman Joint filing with Kaufman Kapital LLC (9.99%) | 1,530,071 | 9.99% | 13D (active) amendment | Jun 30, 2026 |
| Kaufman Kapital LLC Joint filing with Daniel Louis Kaufman (9.99%) | 1,530,071 | 9.99% | 13D (active) amendment | Jun 2, 2026 |
| Grow Funds, LLC. | 1,504,265 | 7.50% | 13G (passive) | Oct 23, 2026 |
| Kennedy Capital Management LLC | 1,201,458 | 7.80% | 13G (passive) | Jun 2, 2026 |
| Bard Associates Inc | 1,034,600 | 7.70% | 13G (passive) | Nov 13, 2025 |
| Eric Healy | 890,083 | 20.30% | 13G (passive) | Dec 31, 2023 |
| John Neary Joint filing with The Donald A Foss Irrevocable Trust dated August 14, 2022 (6.30%), Allan Apple (6.30%) | 431,145 | 6.30% | 13G (passive) | Dec 31, 2023 |
| Fluffco, LLC Joint filing with Irving Levin (7.30%) | 300,917 | 7.30% | 13G (passive) | Dec 31, 2023 |
| David Israel | 295,472 | 6.90% | 13G (passive) | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BOF | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Kennedy Capital Management LLC | 1,201,458 | 7.84% | $5.53M | New | 0.10% |
| Bard Associates Inc | 1,030,329 | 6.73% | $4.74M | −4,271 | 1.05% |
| Stifel Financial Corp | 616,300 | 4.02% | $2.83M | +62,031 | 0.00% |
| Vanguard Capital Management LLC | 398,019 | 2.60% | $1.83M | +25,803 | 0.00% |
| Sei Investments Co | 157,210 | 1.03% | $723.17K | −15,194 | 0.00% |
| EAM Investors, LLC | 136,047 | 0.89% | $625.82K | −5,598 | 0.06% |
| Geode Capital Management, LLC | 117,711 | 0.77% | $541.47K | +13,044 | 0.00% |
| Renaissance Technologies LLC | 111,400 | 0.73% | $512.44K | +30,973 | 0.00% |
| Citadel Advisors LLC | 109,559 | 0.72% | $503.97K | +94,959 | 0.00% |
| Corsair Capital Management, L.P. | 100,000 | 0.65% | $460.00K | – | 0.06% |
| Vanguard Fiduciary Trust Co | 57,173 | 0.37% | $263.00K | +403 | 0.00% |
| Crewe Advisors LLC | 45,246 | 0.30% | $208.13K | +20,246 | 0.02% |
| BlackRock, Inc. | 40,266 | 0.26% | $185.22K | +39,551 | 0.00% |
| Clifford Swan Investment Counsel LLC | 30,000 | 0.20% | $138.00K | – | 0.00% |
| Cascade Financial Partners, LLC | 25,000 | 0.16% | $115.00K | – | 0.01% |
| State Street Corp | 24,300 | 0.16% | $111.78K | – | 0.00% |
| Northern Trust Corp | 22,437 | 0.15% | $103.21K | −168 | 0.00% |
| XTX Topco Ltd | 13,302 | 0.09% | $61.19K | −6,640 | 0.00% |
| Bell Bank | 12,500 | 0.08% | $57.50K | New | 0.00% |
| Nwam LLC | 12,398 | 0.08% | $57.03K | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 25 | 4M | 27.9% | 5 / 8 | 7 / 2 | 2M | 0M |
| Q1 2026 | 23 | 3M | 18.4% | 9 / 6 | 2 / 4 | 1M | 0M |
| Q4 2025 | 20 | 2M | 14.2% | 9 / 6 | 1 / 2 | 2M | 0M |
| Q3 2025 | 13 | 1M | 3.9% | 3 / 6 | 1 / 5 | 0M | 0M |
| Q2 2025 | 15 | 0M | 2.1% | 3 / 3 | 3 / 6 | 0M | 0M |
| Q1 2025 | 18 | 1M | 3.5% | 6 / 3 | 4 / 3 | 0M | 0M |
| Q4 2024 | 15 | 0M | 2.6% | 7 / 3 | 1 / 5 | 0M | 0M |
| Q3 2024 | 13 | 0M | 1.7% | 6 / 2 | 2 / 1 | 0M | 0M |
| Q2 2024 | 8 | 0M | 2.5% | 4 / 2 | 2 / 1 | 0M | 0M |
| Q1 2024 | 5 | 0M | 0.6% | 0 / 1 | 2 / 1 | 0M | 0M |
| Q4 2023 | 6 | 0M | 0.7% | 2 / 2 | 1 / 2 | 0M | 0M |
| Q3 2023 | 6 | 0M | 0.8% | 3 / 2 | 1 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
10 funds held BOF in Q2 2026, 82% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of BOF | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 277,497 | 1.81% | $1.28M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 113,558 | 0.74% | $522.37K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 53,984 | 0.35% | $186.24K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 37,802 | 0.25% | $173.89K | 0.01% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 14,043 | 0.09% | $48.45K | 0.00% | May 31, 2026 |
| Fidelity Total Market Index Fund | 11,714 | 0.08% | $40.41K | 0.00% | May 31, 2026 |
| Vanguard Balanced Index Fund | 6,964 | 0.05% | $32.03K | 0.00% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 3,141 | 0.02% | $10.84K | 0.00% | May 31, 2026 |
| 1290 VT Micro Cap Portfolio | 2,464 | 0.02% | $11.33K | 0.01% | Jun 30, 2026 |
| North Square Kennedy Microcap Fund | 190 | 0.00% | $656 | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Eric Healy | Chief Executive Officer, Director, 10% owner | 1,277,648 | 8.34% | Feb 12, 2026 |
| John Dalfonsi | Chief Financial Officer, Director | 161,891 | 1.06% | Jun 13, 2025 |
| Byron Riche Jones | Director | 149,334 | 0.98% | Jun 16, 2026 |
| Greg Somerville | Director | – | – | Feb 12, 2026 |
| Deven Jain | Director | – | – | Feb 12, 2026 |
| Lindsey Schwartz | Director | 141,550 | 0.92% | Feb 12, 2026 |
| David Richard Israel | Director | 265,472 | 1.73% | Apr 16, 2025 |
| Daniel Louis Kaufman | 10% owner | 1,500,000 | 9.79% | Jun 4, 2026 |
| Kapital LLC Kaufman | 10% owner | 3,349,133 | 21.87% | Jun 4, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Byron Riche Jones Director | Jun 16, 2026 | Buy | +45 | $3.38 | $152 | 149,334 |
| Daniel Louis Kaufman 10% owner | Jun 2, 2026 | Sale | −1,189,676 | $3.06 | $3.64M | 500,000 |
| Kapital LLC Kaufman 10% owner | May 12, 2026 | Sale | −213,830 | $3.26 | $697.09K | 1,689,676 |
| Daniel Louis Kaufman 10% owner | May 7, 2026 | Option exercise | +500,000 | $1.50 | $750.00K | 1,903,506 |
| Daniel Louis Kaufman 10% owner | May 5, 2026 | Sale | −255,951 | $3.29 | $842.08K | 1,403,506 |
| Kapital LLC Kaufman 10% owner | Jan 28, 2026 | Option exercise | +659,457 | $0.76 | $501.19K | 1,659,457 |
| Daniel Louis Kaufman 10% owner | Jun 5, 2025 | Option exercise | +1,000,000 | $1.00 | $1.00M | 1,000,000 |
| Byron Riche Jones Director | Apr 21, 2025 | Buy | +500 | $1.74 | $870 | 149,289 |
| John Dalfonsi Chief Financial Officer, Director | Aug 30, 2024 | Buy | +131,891 | – | – | 161,891 |
| Byron Riche Jones Director | Aug 26, 2024 | Buy | +2,955 | $0.65 | $1.92K | 148,789 |
| Eric Healy Chief Executive Officer, Director, 10% owner | Jul 23, 2024 | Buy | +527,565 | – | – | 1,277,648 |
| Byron Riche Jones Director | Jul 22, 2024 | Buy | +41,755 | $0.99 | $41.34K | 145,834 |
| John Dalfonsi Director | Jun 16, 2023 | Buy | +5,000 | $4.88 | $24.40K | 74,803 |
| Eric Healy CEO, Director, 10% owner | Jun 16, 2023 | Buy | +2,000 | $5.00 | $10.00K | 750,083 |
| John Dalfonsi Director | Jun 15, 2023 | Buy | +25,000 | $6.00 | $150.00K | 69,803 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of BranchOut Food's stock actually held short. Settlement fails (shares not delivered on time) peaked at 2,767 shares on Sep 8, 2026 over the last 90 days.
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