Tema ETFs’s US Foods USFD Stock Holding History

Tema ETFs’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	$914K	Sell	8,943 -1,501	-14%	-$134K	0.03%	311
2026 Q1	$963K	Sell	10,444 -4,284	-29%	-$379K	0.06%	249
2025 Q4	$1.11M	Buy	14,728 +291	+2%	+$21.9K	0.09%	223
2025 Q3	$1.11M	Sell	14,437 -456	-3%	-$36.3K	0.09%	240
2025 Q2	$1.15M	Buy	14,893 +2,976	+25%	+$212K	0.3%	99
2025 Q1	$780K	Buy	+11,917	New	+$814K	0.23%	97

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

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Tema ETFs's USFD Position: Q2 2026 in Review

Tema ETFs reduced its US Foods (USFD) stake by 14% in Q2 2026, selling an estimated $134K and leaving 8,943 shares worth $914K. The position accounts for 0.03% of the portfolio, ranked #311.

Tema ETFs first reported a position in USFD in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.15M in Q2 2025. 84 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Tema ETFs held 8,943 shares of US Foods worth $914K as of Q2 2026.
Tema ETFs sold 1,501 US Foods shares in Q2 2026, an estimated $134K.
US Foods made up 0.03% of Tema ETFs's portfolio in Q2 2026, its #311 holding.
Tema ETFs first reported a position in US Foods in Q1 2025 and has held it in 6 quarters since.
Tema ETFs's US Foods position peaked at $1.15M in Q2 2025.
84 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Tema ETFs's 13F filing for Q2 2026, filed 10 Jul 2026.