Tectonic Advisors’s US Foods USFD Stock Holding History

Tectonic Advisors’s Portfolio USFD Stock Details USFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$778K	Buy	8,436 +787	+10%	+$79.6K	0.04%	206
2026 Q2	$782K	Buy	7,649 +1,382	+22%	+$123K	0.04%	196
2026 Q1	$578K	Sell	6,267 -1,184	-16%	-$105K	0.03%	231
2025 Q4	$561K	Buy	7,451 +320	+4%	+$24K	0.03%	242
2025 Q3	$546K	Sell	7,131 -10	-0.1%	-$795	0.03%	251
2025 Q2	$550K	Buy	7,141 +115	+2%	+$8.2K	0.03%	246
2025 Q1	$460K	Buy	7,026 +536	+8%	+$36.6K	0.03%	257
2024 Q4	$438K	Buy	6,490 +1,189	+22%	+$78K	0.03%	261
2024 Q3	$326K	Buy	5,301 +535	+11%	+$29.9K	0.02%	289
2024 Q2	$253K	Buy	4,766 +790	+20%	+$41.6K	0.02%	290
2024 Q1	$215K	Buy	+3,976	New	+$196K	0.02%	293

Other funds holding USFD

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Tectonic Advisors's USFD Position: Q3 2026 in Review

Tectonic Advisors increased its US Foods (USFD) stake by 10% in Q3 2026, buying an estimated $79.6K and bringing the position to 8,436 shares worth $778K. The position accounts for 0.04% of the portfolio, ranked #206.

Tectonic Advisors first reported a position in USFD in Q1 2024 and has held it in 11 quarters since. The position peaked at $782K in Q2 2026. 105 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

Tectonic Advisors held 8,436 shares of US Foods worth $778K as of Q3 2026.
Tectonic Advisors bought 787 US Foods shares in Q3 2026, an estimated $79.6K.
US Foods made up 0.04% of Tectonic Advisors's portfolio in Q3 2026, its #206 holding.
Tectonic Advisors first reported a position in US Foods in Q1 2024 and has held it in 11 quarters since.
Tectonic Advisors's US Foods position peaked at $782K in Q2 2026.
105 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on Tectonic Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.