EverSource Wealth Advisors, LLC
Position in CHEF — Chefs' Warehouse, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in CHEF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$17,198
+$8,465 QoQ
Shares Held
179
+21.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#247
of 285 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHEF 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. CHEF ranks #5 (1.6% 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.
|
798 | $54,582 | |
| 5 | CHEF |
Chefs' Warehouse, Inc.
This page
|
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 CHEF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,198 | 179 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,733 | 147 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $5,171 | 83 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $24,497 | 420 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $21,885 | 343 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,356 | 80 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,515 | 51 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,596 | 38 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,486 | 38 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,431 | 38 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,118 | 38 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $804 | 38 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,436 | 180 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,129 | 180 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,990 | 180 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,720 | 232 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $7,972 | 205 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $4,987 | 153 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $5,094 | 153 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||