Summit Trail Advisors, LLC

Position in SYY — Sysco Corp

CIK 1698478 NEW YORK, NY

Position in SYY

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,446,804

-$154,387 QoQ

Shares Held

29,275

-19.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#491

of 1,634 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $7,119,766 across 3 Food Distribution names. SYY ranks #2 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USFD	US Foods Holding Corp.	26,175	$2,676,393
2	SYY	Sysco Corp This page	29,275	$2,446,804
3	PFGC	Performance Food Group Co	17,860	$1,996,569

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,446,804	29,275	-19.7%	Shares	Sole	2026-08-11
2026-03-31	$2,601,191	36,467	+39.5%	Shares	Sole	2026-05-12
2025-12-31	$1,926,772	26,147	-14.5%	Shares	Sole	2026-02-17
2025-09-30	$2,518,698	30,589	+37.0%	Shares	Sole	2025-11-14
2025-06-30	$1,691,501	22,333	+110.2%	Shares	Sole	2025-08-14
2024-09-30	$829,231	10,623	-1.0%	Shares	Sole	2024-11-12
2024-06-30	$766,086	10,731	-10.5%	Shares	Sole	2024-08-13
2024-03-31	$973,835	11,996	+24.4%	Shares	Sole	2024-04-23
2023-12-31	$705,119	9,642	+8.5%	Shares	Sole	2024-02-06
2023-09-30	$586,722	8,883	+12.7%	Shares	Sole	2023-10-30
2023-06-30	$585,067	7,885	+43.3%	Shares	Sole	2023-07-25
2023-03-31	$424,919	5,502	+22.3%	Shares	Sole	2023-05-04
2022-12-31	$344,025	4,500	-8.4%	Shares	Sole	2023-02-07
2022-09-30	$347,398	4,913	-2.8%	Shares	Sole	2022-11-10
2022-06-30	$428,378	5,057	-7.4%	Shares	Sole	2022-08-09
2022-03-31	$446,135	5,464	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.