Position in USFD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$501,025
+$49,196 QoQ
Shares Held
4,900
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#379
of 663 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026WealthTrust Axiom LLC holds $969,073 across 2 Food Distribution names. USFD ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USFD |
US Foods Holding Corp.
This page
|
4,900 | $501,025 | |
| 2 | SYY |
Sysco Corp
|
5,600 | $468,048 |
All Filings in USFD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,025 | 4,900 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $451,829 | 4,900 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $369,068 | 4,900 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $375,438 | 4,900 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $375,192 | 4,872 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $318,921 | 4,872 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||