Position in USFD
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$895,635
+$164,052 QoQ
Shares Held
9,713
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Strategic Planning, Inc. holds $895,635 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
|
9,713 | $895,635 |
All Filings in USFD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $895,635 | 9,713 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $731,583 | 9,713 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $770,107 | 10,051 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $774,027 | 10,051 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $657,938 | 10,051 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||