Strategic Wealth Partners, Ltd.
Position in USFD — US Foods Holding Corp.
CIK 1720777
INDEPENDENCE, OH
Position in USFD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,711,460
+$167,035 QoQ
Shares Held
16,738
-0.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#255
of 663 holders
Holding Since
Jun 2023
12 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, 2026Strategic Wealth Partners, Ltd. holds $2,276,711 across 2 Food Distribution names. USFD ranks #1 (75.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USFD |
US Foods Holding Corp.
This page
|
16,738 | $1,711,460 | |
| 2 | SYY |
Sysco Corp
|
6,763 | $565,251 |
All Filings in USFD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,711,460 | 16,738 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,544,425 | 16,749 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,302,132 | 17,288 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $1,324,606 | 17,288 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,331,348 | 17,288 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $1,220,216 | 18,088 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,112,412 | 18,088 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $958,302 | 18,088 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $976,209 | 18,088 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $821,376 | 18,088 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $718,093 | 18,088 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $795,872 | 18,088 | Shares | Sole | 2024-05-20 | |
| No filing history on record for this holder in this stock. | ||||||