Position in USFD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,929,392
+$2,295,211 QoQ
Shares Held
129,372
+1.1% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 86.6733141638067.ToString("F0")%
Shared 0.ToString("F0")%
None 13.326685836193302.ToString("F0")%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Mar 31, 2026Focus Partners Wealth holds $92,824,437 across 3 Food Distribution names. USFD ranks #2 (12.9% of the industry book) .
All Filings in USFD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,929,392 | 129,372 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,634,181 | 127,910 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,059,657 | 105,190 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,210,548 | 80,646 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,185,544 | 79,217 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $5,080,277 | 75,308 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $4,018,410 | 65,340 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,957,056 | 225,690 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $6,101,632 | 113,056 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $4,926,712 | 108,494 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||