HB Wealth Management, LLC

Position in PFGC — Performance Food Group Co

CIK 1911253 Atlanta, GA

Position in PFGC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$516,358

+$231,282 QoQ

Shares Held

4,619

+38.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#289

of 524 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

HB Wealth Management, LLC holds $5,172,300 across 5 Food Distribution names. PFGC ranks #3 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYY	Sysco Corp	36,491	$3,049,917
2	USFD	US Foods Holding Corp.	11,462	$1,171,989
3	PFGC	Performance Food Group Co This page	4,619	$516,358
4	CHEF	Chefs' Warehouse, Inc.	2,310	$221,991
5	UNFI	United Natural Foods Inc	4,643	$212,045

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$516,358	4,619	+38.8%	Shares	Sole	2026-07-29
2026-03-31	$285,076	3,328	+3.8%	Shares	Sole	2026-04-27
2025-12-31	$288,283	3,206	-0.1%	Shares	Sole	2026-01-28
2025-09-30	$333,864	3,209	-3.4%	Shares	Sole	2025-10-23
2025-03-31	$261,208	3,322	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.