Position in ANDE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$54,582
+$24,509 QoQ
Shares Held
798
+90.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#232
of 301 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ANDE Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,049,003 across 8 Food Distribution names. ANDE ranks #4 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
7,917 | $661,698 | |
| 2 | USFD |
US Foods Holding Corp.
|
2,449 | $250,407 | |
| 3 | PFGC |
Performance Food Group Co
|
531 | $59,356 | |
| 4 | ANDE |
Andersons, Inc.
This page
|
798 | $54,582 | |
| 5 | CHEF |
Chefs' Warehouse, Inc.
|
179 | $17,198 | |
| 6 | UNFI |
United Natural Foods Inc
|
66 | $3,012 | |
| 7 | AVO |
Mission Produce, Inc.
|
210 | $2,474 | |
| 8 | HFFG |
HF Foods Group Inc.
|
197 | $276 |
All Filings in ANDE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,582 | 798 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $30,073 | 419 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $15,205 | 286 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $17,714 | 445 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $17,565 | 478 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,719 | 273 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $116,129 | 2,866 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $123,042 | 2,454 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $103,514 | 2,087 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $62,188 | 1,084 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $14,730 | 256 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $13,186 | 256 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $12,275 | 266 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $10,991 | 266 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $11,756 | 336 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $10,425 | 336 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $10,061 | 305 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $15,328 | 305 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $11,806 | 305 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||