Position in USFD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$387,220
+$33,134 QoQ
Shares Held
3,787
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#409
of 663 holders
Holding Since
Mar 2025
6 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, 2026Kaufman Rossin Wealth, LLC holds $387,220 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
|
3,787 | $387,220 |
All Filings in USFD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,220 | 3,787 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $354,086 | 3,840 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $297,438 | 3,949 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $304,258 | 3,971 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $302,418 | 3,927 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $283,376 | 4,329 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||