Vertex Planning Partners »

Performance Food shares owned by Vertex Planning Partners

Quarter-by-quarter ownership of Performance Food (PFGC) shares owned by Vertex Planning Partners from 13F filings

Historical chart of Vertex Planning Partners investment in Performance Food

Tip: Access up to 7 years of quarterly data

All positions including Performance Food held by Vertex Planning Partners 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $240k 2.3k 104.04
2025-06-30 $202k 2.3k 87.47

More positions owned by Vertex Planning Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Blackrock Etf Trust Ishares Intl Div (BIDD)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Hdg Msci Eafe (HEFA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)

View all positions for Vertex Planning Partners

Top funds holding Performance Food

Capital World Investors
Vanguard Group
BlackRock
FMR
Wellington Management Company
Victory Capital Management
State Street Corporation
ClearBridge Advisors
Jpmorgan Chase & Co
Sachem Head Capital Management
Geode Capital Management
Invesco
PRIMECAP Management Company
Close Asset Management
Bain Capital Public Equity Management II

View all funds holding Performance Food