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 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

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Tectonic Advisors's USFD Position: Q2 2026 in Review

Tectonic Advisors increased its US Foods (USFD) stake by 22% in Q2 2026, buying an estimated $123K and bringing the position to 7,649 shares worth $782K. The position accounts for 0.04% of the portfolio, ranked #196.

Tectonic Advisors first reported a position in USFD in Q1 2024 and has held it in 10 quarters since. 107 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Tectonic Advisors held 7,649 shares of US Foods worth $782K as of Q2 2026.
Tectonic Advisors bought 1,382 US Foods shares in Q2 2026, an estimated $123K.
US Foods made up 0.04% of Tectonic Advisors's portfolio in Q2 2026, its #196 holding.
Tectonic Advisors first reported a position in US Foods in Q1 2024 and has held it in 10 quarters since.
107 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.