Position in USFD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$356,750
+$48,492 QoQ
Shares Held
3,489
+4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#49
of 109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026IFP Advisors, Inc holds $4,440,603 across 9 Food Distribution names. USFD ranks #2 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
47,078 | $3,934,779 | |
| 2 | USFD |
US Foods Holding Corp.
This page
|
3,489 | $356,750 | |
| 3 | WILC |
G Willi Food International Ltd
|
2,400 | $79,800 | |
| 4 | PFGC |
Performance Food Group Co
|
240 | $26,829 | |
| 5 | UNFI |
United Natural Foods Inc
|
581 | $26,534 | |
| 6 | CHEF |
Chefs' Warehouse, Inc.
|
96 | $9,225 | |
| 7 | ANDE |
Andersons, Inc.
|
65 | $4,446 | |
| 8 | AVO |
Mission Produce, Inc.
|
190 | $2,240 |
All Filings in USFD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,750 | 3,489 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $308,258 | 3,343 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $248,405 | 3,298 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $287,018 | 3,746 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $281,702 | 3,658 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $211,435 | 3,230 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $209,260 | 3,102 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $171,400 | 2,787 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $144,476 | 2,727 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $128,448 | 2,380 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $94,543 | 2,082 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $82,496 | 2,078 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $89,540 | 2,035 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $79,494 | 2,152 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $70,081 | 2,060 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $65,597 | 2,481 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $75,288 | 2,454 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $92,344 | 2,454 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $71,262 | 2,046 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $71,503 | 2,063 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $79,136 | 2,063 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $76,240 | 2,000 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $66,620 | 2,000 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $44,440 | 2,000 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $47,308 | 2,399 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $125,475 | 7,085 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||