Position in SYY
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,856,729
+$333,834 QoQ
Shares Held
22,215
+4.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#552
of 1,630 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in SYY Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026United Asset Strategies, Inc. holds $3,114,710 across 2 Food Distribution names. SYY ranks #1 (59.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
This page
|
22,215 | $1,856,729 | |
| 2 | USFD |
US Foods Holding Corp.
|
12,303 | $1,257,981 |
All Filings in SYY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,856,729 | 22,215 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,522,895 | 21,350 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,758,538 | 23,864 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,336,891 | 28,381 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,148,137 | 28,362 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $774,262 | 10,318 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||