Position in USFD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,676,393
+$93,315 QoQ
Shares Held
26,175
-6.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#221
of 662 holders
Holding Since
Jun 2025
5 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, 2026Summit Trail Advisors, LLC holds $7,119,766 across 3 Food Distribution names. USFD ranks #1 (37.6% of the industry book) .
All Filings in USFD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,676,393 | 26,175 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,583,078 | 28,013 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,674,740 | 22,235 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,697,592 | 22,156 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $575,033 | 7,467 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||