Position in SYY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,120,389
+$292,034 QoQ
Shares Held
13,405
+15.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#683
of 1,634 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SYY Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Summit Financial, LLC holds $1,324,684 across 2 Food Distribution names. SYY ranks #1 (84.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
This page
|
13,405 | $1,120,389 | |
| 2 | USFD |
US Foods Holding Corp.
|
1,998 | $204,295 |
All Filings in SYY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,120,389 | 13,405 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $828,355 | 11,613 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $871,163 | 11,822 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $874,039 | 10,615 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $788,377 | 10,409 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $650,296 | 8,666 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $671,930 | 8,788 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $257,285 | 3,296 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $248,008 | 3,474 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||