Position in USFD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$270,758
+$31,381 QoQ
Shares Held
2,648
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#443
of 663 holders
Holding Since
Mar 2026
2 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, 2026Tower Wealth Partners, Inc. holds $270,758 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
|
2,648 | $270,758 |
All Filings in USFD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,758 | 2,648 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $239,377 | 2,596 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||