SageView Advisory Group, LLC
Position in USFD — US Foods Holding Corp.
CIK 1914558
NEWPORT BEACH, CA
Position in USFD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$399,695
+$24,493 QoQ
Shares Held
3,909
-3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#404
of 663 holders
Holding Since
Dec 2022
13 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, 2026SageView Advisory Group, LLC holds $699,162 across 2 Food Distribution names. USFD ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USFD |
US Foods Holding Corp.
This page
|
3,909 | $399,695 | |
| 2 | SYY |
Sysco Corp
|
3,583 | $299,467 |
All Filings in USFD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,695 | 3,909 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $375,202 | 4,069 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $317,775 | 4,219 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $330,998 | 4,320 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $316,819 | 4,114 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $268,124 | 4,096 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $265,994 | 3,943 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $281,608 | 4,579 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $308,237 | 5,818 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $290,578 | 6,399 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $200,008 | 5,038 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $212,256 | 4,824 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $222,456 | 6,539 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||