Position in USFD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$511
-$2,347 QoQ
Shares Held
5
-83.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#650
of 662 holders
Holding Since
Mar 2021
15 quarters on record
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026Spire Wealth Management holds $91,613 across 2 Food Distribution names. USFD ranks #2 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
1,090 | $91,102 | |
| 2 | USFD |
US Foods Holding Corp.
This page
|
5 | $511 |
All Filings in USFD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511 | 5 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,858 | 31 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,389 | 45 | Shares | Sole | 2026-01-14 | |
| 2025-06-30 | $3,696 | 48 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,171 | 79 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $8,702 | 129 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,626 | 124 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,569 | 124 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,698 | 50 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,630 | 124 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,922 | 124 | Shares | Sole | 2023-11-08 | |
| 2021-12-31 | $39,183 | 1,125 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $19,929 | 575 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $22,057 | 575 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $59,314 | 1,556 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||