Position in USFD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,257,981
+$105,910 QoQ
Shares Held
12,303
-1.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#277
of 662 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026United Asset Strategies, Inc. holds $3,114,710 across 2 Food Distribution names. USFD ranks #2 (40.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
22,215 | $1,856,729 | |
| 2 | USFD |
US Foods Holding Corp.
This page
|
12,303 | $1,257,981 |
All Filings in USFD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,257,981 | 12,303 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,152,071 | 12,494 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $939,842 | 12,478 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $909,326 | 11,868 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $933,746 | 12,125 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,803,423 | 27,550 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,127,755 | 31,541 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,951,887 | 31,738 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,718,777 | 32,442 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,816,954 | 33,666 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,508,928 | 33,229 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,324,034 | 33,351 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,394,932 | 31,703 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||