Monticello Wealth Management »

Performance Food shares owned by Monticello Wealth Management

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

Historical chart of Monticello Wealth Management investment in Performance Food

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Performance Food by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $335k 3.7k 91.51

More positions owned by Monticello Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Monticello Wealth Management

Top funds holding Performance Food

BlackRock
FMR
Vanguard Portfolio Management
Jpmorgan Chase & Co
Vanguard Capital Management
Invesco
Lone Pine Capital
State Street Corporation
Dimensional Fund Advisors
Sachem Head Capital Management
ClearBridge Advisors
Geode Capital Management
PRIMECAP Management Company
Nuveen
Holocene Advisors

View all funds holding Performance Food