Position in UNFI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$26,534
+$3,554 QoQ
Shares Held
581
+13.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 40 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNFI Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026IFP Advisors, Inc holds $4,440,603 across 9 Food Distribution names. UNFI ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
47,078 | $3,934,779 | |
| 2 | USFD |
US Foods Holding Corp.
|
3,489 | $356,750 | |
| 3 | WILC |
G Willi Food International Ltd
|
2,400 | $79,800 | |
| 4 | PFGC |
Performance Food Group Co
|
240 | $26,829 | |
| 5 | UNFI |
United Natural Foods Inc
This page
|
581 | $26,534 | |
| 6 | CHEF |
Chefs' Warehouse, Inc.
|
96 | $9,225 | |
| 7 | ANDE |
Andersons, Inc.
|
65 | $4,446 | |
| 8 | AVO |
Mission Produce, Inc.
|
190 | $2,240 |
All Filings in UNFI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,534 | 581 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $22,980 | 510 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,491 | 74 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,106 | 56 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $0 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $27 | 1 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $13,218 | 484 | Shares | Sole | 2025-02-04 | |
| 2023-09-30 | $1,272 | 90 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,150 | 110 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,898 | 110 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $9,483 | 245 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,076 | 235 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $9,259 | 235 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $9,717 | 235 | Shares | Sole | 2022-09-06 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $6,588 | 200 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||