Position in SYY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,265,971
+$866,217 QoQ
Shares Held
39,076
+16.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#439
of 1,634 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SYY Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $3,532,536 across 2 Food Distribution names. SYY ranks #1 (92.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
This page
|
39,076 | $3,265,971 | |
| 2 | USFD |
US Foods Holding Corp.
|
2,607 | $266,565 |
All Filings in SYY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,265,971 | 39,076 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,399,754 | 33,643 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,504,132 | 33,982 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,125,442 | 25,813 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,548,953 | 33,654 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,448,555 | 32,630 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,127,040 | 27,819 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,831,521 | 23,463 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,760,049 | 24,654 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $483,670 | 5,958 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $597,618 | 8,172 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||