Position in USFD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$204,295
New position
Shares Held
1,998
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#486
of 662 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Summit Financial, LLC holds $1,324,684 across 2 Food Distribution names. USFD ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
13,405 | $1,120,389 | |
| 2 | USFD |
US Foods Holding Corp.
This page
|
1,998 | $204,295 |
All Filings in USFD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,295 | 1,998 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||