Position in USFD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,355,670
-$309,413 QoQ
Shares Held
91,498
-12.7% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#137
of 663 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Derivatives in USFD
reported options exposure · as of Jun 30, 2020CallValue
$0
CallShares
0
PutValue
$1,798,464
PutShares
91,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026LPL Financial LLC holds $63,332,309 across 7 Food Distribution names. USFD ranks #2 (14.8% 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.
This page
|
91,498 | $9,355,670 | |
| 3 | PFGC |
Performance Food Group Co
|
43,307 | $4,841,289 | |
| 4 | UNFI |
United Natural Foods Inc
|
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 USFD
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,355,670 | 91,498 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,665,083 | 104,816 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,691,301 | 102,115 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,526,842 | 98,236 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,822,367 | 101,576 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,792,620 | 119,044 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,326,021 | 108,598 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,957,074 | 96,863 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,191,033 | 97,981 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,119,648 | 94,861 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,089,760 | 90,063 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,455,170 | 87,032 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,774,012 | 85,773 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,145,367 | 85,148 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,998,216 | 88,131 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,262,232 | 85,561 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,166,038 | 70,601 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,432,478 | 64,642 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,168,790 | 33,557 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,439,221 | 41,524 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,796,687 | 125,044 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,603,485 | 120,763 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,605,240 | 138,254 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,180,215 | 143,124 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,798,464 | 91,200 | Put | Sole | 2020-08-13 | |
| 2020-06-30 | $2,654,824 | 134,626 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,490,562 | 84,165 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||