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James T. Borello RIA’s US Foods USFD Stock Holding History

James T. Borello RIA’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 		$4.06K Hold
44
– – ﹤0.01% 833
2026
Q2 		$4.5K Buy
44
+24
+120% +$2.14K ﹤0.01% 817
2026
Q1 		$1.84K Sell
20
-5
-20% -$443 ﹤0.01% 931
2025
Q4 		$1.88K Sell
25
-17
-40% -$1.28K ﹤0.01% 791
2025
Q3 		$3.22K Buy
+42
New +$3.34K ﹤0.01% 622

Other funds holding USFD

Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

James T. Borello RIA's USFD Position: Q3 2026 in Review

James T. Borello RIA held its US Foods (USFD) position steady in Q3 2026 at 44 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

James T. Borello RIA first reported a position in USFD in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.5K in Q2 2026. 64 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

  • James T. Borello RIA held 44 shares of US Foods worth $4.06K as of Q3 2026.
  • James T. Borello RIA left its US Foods share count unchanged in Q3 2026.
  • US Foods made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #833 holding.
  • James T. Borello RIA first reported a position in US Foods in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's US Foods position peaked at $4.5K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.