Position in UNFI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,480,941
+$119,048 QoQ
Shares Held
32,427
+7.3% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#113
of 360 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in UNFI Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026LPL Financial LLC holds $63,332,309 across 7 Food Distribution names. UNFI ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
552,241 | $46,156,302 | |
| 2 | USFD |
US Foods Holding Corp.
|
91,498 | $9,355,670 | |
| 3 | PFGC |
Performance Food Group Co
|
43,307 | $4,841,289 | |
| 4 | UNFI |
United Natural Foods Inc
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|
32,427 | $1,480,941 | |
| 5 | ANDE |
Andersons, Inc.
|
9,192 | $628,732 | |
| 6 | AVO |
Mission Produce, Inc.
|
44,020 | $518,995 | |
| 7 | CHEF |
Chefs' Warehouse, Inc.
|
3,646 | $350,380 |
All Filings in UNFI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,480,941 | 32,427 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,361,893 | 30,224 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,876,158 | 85,422 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,221,889 | 85,643 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,930,091 | 82,801 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,999,323 | 146,014 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,584,867 | 204,499 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,092,306 | 183,847 | Shares | Sole | 2024-11-08 | |
| 2023-12-31 | $1,154,975 | 71,163 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $689,777 | 48,782 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $266,503 | 10,114 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $623,424 | 16,105 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $727,200 | 21,158 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $838,707 | 21,287 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $869,714 | 21,033 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $997,501 | 20,324 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $676,330 | 13,968 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $465,948 | 12,600 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $259,962 | 7,892 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||