Position in USFD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$257,874
-$3,080 QoQ
Shares Held
2,522
-10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#451
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, 2026BIRCH FINANCIAL GROUP, LLC holds $257,874 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
|
2,522 | $257,874 |
All Filings in USFD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,874 | 2,522 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $260,954 | 2,830 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $246,522 | 3,273 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $253,918 | 3,314 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $264,837 | 3,439 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $225,051 | 3,438 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||