Position in USFD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,157
-$11,100 QoQ
Shares Held
70
-64.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#579
of 662 holders
Holding Since
Jun 2020
25 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $746,672 across 2 Food Distribution names. USFD ranks #2 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
8,848 | $739,515 | |
| 2 | USFD |
US Foods Holding Corp.
This page
|
70 | $7,157 |
All Filings in USFD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,157 | 70 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $18,257 | 198 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $14,913 | 198 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $15,170 | 198 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,247 | 198 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $16,757 | 256 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $31,706 | 470 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $28,905 | 470 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $24,900 | 470 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $24,286 | 450 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $20,434 | 450 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $17,865 | 450 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $19,800 | 450 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $16,623 | 450 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $20,412 | 600 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $15,864 | 600 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $18,408 | 600 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $22,578 | 600 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $20,898 | 600 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $20,796 | 600 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $23,016 | 600 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $22,872 | 600 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $19,986 | 600 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $13,332 | 600 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $17,748 | 900 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||