Position in USFD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,407
+$924 QoQ
Shares Held
92
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#569
of 663 holders
Holding Since
Dec 2024
7 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, 2026HighMark Wealth Management LLC holds $9,407 across 1 Food Distribution name. USFD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USFD |
US Foods Holding Corp.
This page
|
92 | $9,407 |
All Filings in USFD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,407 | 92 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,483 | 92 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,306 | 97 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,432 | 97 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $7,469 | 97 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $6,349 | 97 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,543 | 97 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||