Position in SYY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,021,514
+$232,605 QoQ
Shares Held
12,222
+10.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#709
of 1,634 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 29%
None 71%
Common Shares in SYY Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Regal Investment Advisors LLC holds $1,326,321 across 2 Food Distribution names. SYY ranks #1 (77.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
This page
|
12,222 | $1,021,514 | |
| 2 | USFD |
US Foods Holding Corp.
|
2,981 | $304,807 |
All Filings in SYY
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,021,514 | 12,222 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $788,909 | 11,060 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $880,300 | 11,946 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,004,630 | 12,201 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $989,543 | 13,065 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,068,569 | 14,240 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,680,590 | 21,980 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,668,532 | 21,375 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,475,916 | 20,674 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,410,421 | 17,374 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,519,202 | 20,774 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,407,789 | 21,314 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,517,686 | 20,454 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,498,570 | 19,404 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,369,984 | 17,920 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $1,261,890 | 17,846 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,450,912 | 17,128 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,319,708 | 16,163 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,176,443 | 14,977 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,152,144 | 14,677 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $977,861 | 12,577 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $1,277,866 | 17,208 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $851,548 | 15,579 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||