Position in PFGC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$5,139,171
-$2,138,324 QoQ
Shares Held
59,995
-25.9% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 44.932077673139425.ToString("F0")%
Shared 0.ToString("F0")%
None 55.067922326860575.ToString("F0")%
Common Shares in PFGC Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Mar 31, 2026LPL Financial LLC holds $62,592,957 across 8 Food Distribution names. PFGC ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
616,499 | $43,974,873 | |
| 2 | USFD |
US Foods Holding Corp.
|
104,816 | $9,665,083 | |
| 3 | PFGC |
Performance Food Group Co
This page
|
59,995 | $5,139,171 | |
| 4 | UNFI |
United Natural Foods Inc
|
30,224 | $1,361,893 | |
| 5 | CHEF |
Chefs' Warehouse, Inc.
|
16,861 | $1,002,386 | |
| 6 | ANDE |
Andersons, Inc.
|
8,753 | $628,290 | |
| 7 | CVGW |
Calavo Growers Inc
|
17,214 | $443,949 | |
| 8 | AVO |
Mission Produce, Inc.
|
27,421 | $377,312 |
All Filings in PFGC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,139,171 | 59,995 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,277,495 | 80,933 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,524,309 | 81,933 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,630,315 | 98,666 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,709,199 | 98,044 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,878,622 | 93,183 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,328,454 | 67,991 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,528,687 | 53,376 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,922,854 | 52,557 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,510,538 | 50,767 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,148,656 | 53,494 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,665,800 | 44,253 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,791,554 | 29,691 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,794,675 | 30,736 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,180,824 | 27,493 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,307,119 | 28,428 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,306,706 | 25,667 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $874,204 | 19,050 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $586,975 | 12,634 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $350,243 | 7,223 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $398,430 | 6,916 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,595,887 | 54,524 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,877,442 | 54,230 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,008,267 | 103,235 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,499,983 | 101,132 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||