Position in USFD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,599
-$248,185 QoQ
Shares Held
133
-95.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#557
of 662 holders
Holding Since
Dec 2024
3 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, 2026Integrated Wealth Concepts LLC holds $3,103,466 across 8 Food Distribution names. USFD ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
31,961 | $2,671,300 | |
| 2 | PFGC |
Performance Food Group Co
|
3,331 | $372,372 | |
| 3 | UNFI |
United Natural Foods Inc
|
600 | $27,402 | |
| 4 | USFD |
US Foods Holding Corp.
This page
|
133 | $13,599 | |
| 5 | ANDE |
Andersons, Inc.
|
110 | $7,524 | |
| 6 | AVO |
Mission Produce, Inc.
|
602 | $7,097 | |
| 7 | CHEF |
Chefs' Warehouse, Inc.
|
40 | $3,844 | |
| 8 | HFFG |
HF Foods Group Inc.
|
233 | $328 |
All Filings in USFD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,599 | 133 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $261,784 | 2,839 | Shares | Other | 2026-05-15 | |
| 2024-12-31 | $228,756 | 3,391 | Shares | Other | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||