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JFS WEALTH ADVISORS, LLC

Position in USFD — US Foods Holding Corp.

CIK 1568068 HERMITAGE, PA

Position in USFD

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$26,789
+$2,630 QoQ
Shares Held
262
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#535
of 662 holders
Holding Since
Dec 2021
19 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, 2026

JFS WEALTH ADVISORS, LLC holds $79,028 across 6 Food Distribution names. USFD ranks #2 (33.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 USFD
US Foods Holding Corp.
This page
262 $26,789

All Filings in USFD

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $26,789 262
2026-03-31 $24,159 262
2025-12-31 $18,905 251
2025-09-30 $14,404 188
2025-06-30 $14,477 188
2025-03-31 $12,241 187
2024-12-31 $12,345 183
2024-09-30 $11,254 183
2024-06-30 $9,430 178
2024-03-31 $9,606 178
2023-12-31 $8,082 178
2023-09-30 $7,503 189
2023-06-30 $8,316 189
2023-03-31 $7,424 201
2022-12-31 $6,293 185
2022-09-30 $4,891 185
2022-06-30 $1,227 40
2022-03-31 $5,606 149
2021-12-31 $2,020 58