Position in ANDE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,049,280
+$568,358 QoQ
Shares Held
14,618
+61.6% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 0.03420440552743193.ToString("F0")%
Shared 0.ToString("F0")%
None 99.96579559447257.ToString("F0")%
Common Shares in ANDE Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Mar 31, 2026Creative Planning holds $30,263,644 across 8 Food Distribution names. ANDE ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
285,090 | $20,335,469 | |
| 2 | USFD |
US Foods Holding Corp.
|
52,219 | $4,815,113 | |
| 3 | PFGC |
Performance Food Group Co
|
18,828 | $1,612,806 | |
| 4 | ANDE |
Andersons, Inc.
This page
|
14,618 | $1,049,280 | |
| 5 | UNFI |
United Natural Foods Inc
|
19,945 | $898,721 | |
| 6 | CHEF |
Chefs' Warehouse, Inc.
|
11,621 | $690,868 | |
| 7 | CVGW |
Calavo Growers Inc
|
19,591 | $505,251 | |
| 8 | AVO |
Mission Produce, Inc.
|
25,882 | $356,136 |
All Filings in ANDE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,049,280 | 14,618 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $480,922 | 9,045 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $246,144 | 6,183 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $319,141 | 7,434 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $263,786 | 5,261 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $245,619 | 4,952 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $301,766 | 5,260 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $335,228 | 5,826 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||