HB Wealth Management, LLC

Position in USFD — US Foods Holding Corp.

CIK 1911253 Atlanta, GA

Position in USFD

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,171,989

+$271,835 QoQ

Shares Held

11,462

+17.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#283

of 662 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

HB Wealth Management, LLC holds $5,172,300 across 5 Food Distribution names. USFD ranks #2 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYY	Sysco Corp	36,491	$3,049,917
2	USFD	US Foods Holding Corp. This page	11,462	$1,171,989
3	PFGC	Performance Food Group Co	4,619	$516,358
4	CHEF	Chefs' Warehouse, Inc.	2,310	$221,991
5	UNFI	United Natural Foods Inc	4,643	$212,045

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,171,989	11,462	+17.4%	Shares	Sole	2026-07-29
2026-03-31	$900,154	9,762	+10.7%	Shares	Sole	2026-04-27
2025-12-31	$664,473	8,822	+3.7%	Shares	Sole	2026-01-28
2025-09-30	$651,653	8,505	+3.3%	Shares	Sole	2025-10-23
2025-06-30	$634,100	8,234	-19.1%	Shares	Sole	2025-07-17
2025-03-31	$666,317	10,179	+2.7%	Shares	Sole	2025-05-07
2024-12-31	$668,596	9,911	+41.7%	Shares	Sole	2025-01-15
2024-09-30	$430,192	6,995	-5.1%	Shares	Sole	2024-10-15
2024-06-30	$390,515	7,371	+54.5%	Shares	Sole	2024-07-26
2024-03-31	$257,544	4,772	-0.8%	Shares	Sole	2024-04-30
2023-12-31	$218,512	4,812	-5.5%	Shares	Sole	2024-01-16
2023-09-30	$202,073	5,090	-0.6%	Shares	Sole	2023-10-13
2023-06-30	$225,324	5,121	—	Shares	Sole	2023-07-13
No filing history on record for this holder in this stock.