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Performance Food shares owned by Curi Wealth Management

Quarter-by-quarter ownership of Performance Food (PFGC) shares owned by Curi Wealth Management from 13F filings

Historical chart of Curi Wealth Management investment in Performance Food

Tip: Access up to 7 years of quarterly data

All positions including Performance Food held by Curi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Performance Food by Curi Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.1M 89k 69.15

More positions owned by Curi Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
JPMorgan Chase & Co. (JPM)
Applied Materials (AMAT)
Ishares Tr Core Msci Eafe (IEFA)
Mastercard Incorporated Cl A (MA)
Visa Com Cl A (V)

View all positions for Curi Wealth Management

Top funds holding Performance Food

Vanguard Group
ClearBridge Advisors
Wellington Management Company
Jpmorgan Chase & Co
Holocene Advisors
Jennison Associates
Point72 Asset Management
Victory Capital Management
Citadel Advisors
Norges Bank Investment Management
Dimensional Fund Advisors
Principal Financial Group
Close Asset Management
Palestra Capital Management
Bank of New York Mellon

View all funds holding Performance Food