Bogart Wealth, LLC

Position in SYY — Sysco Corp

CIK 1715740 MCLEAN, VA

Position in SYY

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$94,696

+$21,013 QoQ

Shares Held

1,133

+9.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,380

of 1,634 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Bogart Wealth, LLC holds $122,001 across 3 Food Distribution names. SYY ranks #1 (77.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYY	Sysco Corp This page	1,133	$94,696
2	USFD	US Foods Holding Corp.	161	$16,462
3	PFGC	Performance Food Group Co	97	$10,843

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$94,696	1,133	+9.7%	Shares	Sole	2026-07-24
2026-03-31	$73,683	1,033	+3.2%	Shares	Sole	2026-04-28
2025-12-31	$73,763	1,001	-4.8%	Shares	Sole	2026-01-30
2025-09-30	$86,621	1,052	+2.6%	Shares	Sole	2025-10-27
2025-06-30	$77,633	1,025	+1.5%	Shares	Sole	2025-07-30
2025-03-31	$75,790	1,010	+3.3%	Shares	Sole	2025-05-02
2024-12-31	$74,777	978	+0.2%	Shares	Sole	2025-01-30
2024-09-30	$76,186	976	+0.1%	Shares	Sole	2024-10-23
2024-06-30	$69,605	975	+0.1%	Shares	Sole	2024-07-31
2024-03-31	$79,069	974	+0.1%	Shares	Sole	2024-04-25
2023-12-31	$71,155	973	0.0%	Shares	Sole	2024-02-07
2023-09-30	$64,266	973	0.0%	Shares	Sole	2023-10-30
2023-06-30	$72,196	973	0.0%	Shares	Sole	2023-07-31
2023-03-31	$75,144	973	0.0%	Shares	Sole	2023-04-21
2022-12-31	$74,385	973	0.0%	Shares	Sole	2023-02-06
2022-09-30	$68,800	973	0.0%	Shares	Sole	2022-11-03
2022-06-30	$82,422	973	+462.4%	Shares	Sole	2022-07-22
2022-03-31	$14,125	173	0.0%	Shares	Sole	2022-04-22
2021-12-31	$13,589	173	0.0%	Shares	Sole	2022-01-19
2021-09-30	$13,580	173	-56.1%	Shares	Sole	2021-10-15
2021-03-31	$31,023	394	—	Shares	Sole	2021-04-16
No filing history on record for this holder in this stock.