EverSource Wealth Advisors, LLC
Position in USFD — US Foods Holding Corp.
CIK 1710537
BIRMINGHAM, AL
Position in USFD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$250,407
-$160,197 QoQ
Shares Held
2,449
-45.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#456
of 662 holders
Holding Since
Sep 2022
16 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, 2026EverSource Wealth Advisors, LLC holds $1,049,003 across 8 Food Distribution names. USFD ranks #2 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
7,917 | $661,698 | |
| 2 | USFD |
US Foods Holding Corp.
This page
|
2,449 | $250,407 | |
| 3 | PFGC |
Performance Food Group Co
|
531 | $59,356 | |
| 4 | ANDE |
Andersons, Inc.
|
798 | $54,582 | |
| 5 | CHEF |
Chefs' Warehouse, Inc.
|
179 | $17,198 | |
| 6 | UNFI |
United Natural Foods Inc
|
66 | $3,012 | |
| 7 | AVO |
Mission Produce, Inc.
|
210 | $2,474 | |
| 8 | HFFG |
HF Foods Group Inc.
|
197 | $276 |
All Filings in USFD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,407 | 2,449 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $410,604 | 4,453 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $355,656 | 4,722 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $405,394 | 5,291 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $380,504 | 4,941 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $72,331 | 1,105 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $32,175 | 477 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $18,387 | 299 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $13,773 | 260 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,336 | 173 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $2,133 | 47 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,414 | 86 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,948 | 67 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,327 | 63 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,020 | 30 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $793 | 30 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||