MONTAG A & ASSOCIATES INC

Position in USFD — US Foods Holding Corp.

CIK 829407 ATLANTA, GA

Position in USFD

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,533

+$150 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#631

of 662 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $822,983 across 4 Food Distribution names. USFD ranks #4 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYY	Sysco Corp	9,605	$802,785
2	ANDE	Andersons, Inc.	250	$17,100
3	PFGC	Performance Food Group Co	14	$1,565
4	USFD	US Foods Holding Corp. This page	15	$1,533

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,533	15	0.0%	Shares	Sole	2026-08-05
2026-03-31	$1,383	15	-11.8%	Shares	Sole	2026-04-29
2025-12-31	$1,280	17	-5.6%	Shares	Sole	2026-02-02
2025-09-30	$1,379	18	0.0%	Shares	Sole	2025-11-12
2025-06-30	$1,386	18	0.0%	Shares	Sole	2025-08-07
2025-03-31	$1,178	18	0.0%	Shares	Sole	2025-05-05
2024-12-31	$1,214	18	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.