Back to SYY
Allied Investment Advisors, LLC → SYY
Allied Investment Advisors, LLC SYY Position History
Sysco Corporation • Consumer Defensive
Quarters held
5
Latest value
$13.9M
Q3 2026
Peak value
$14.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.3M |
| Q4 2025 | $11.5M |
| Q1 2026 | $11.6M |
| Q2 2026 | $14.4M |
| Q3 2026 | $13.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.9M | 178.2K | — | — |
| Q2 2026 | $14.4M | 172.6K | — | — |
| Q1 2026 | $11.6M | 162.6K | — | — |
| Q4 2025 | $11.5M | 155.8K | — | — |
| Q3 2025 | $12.3M | 149.7K | — | — |
Other funds holding SYY
$4.7B
$4.6B
$4.4B
$4.2B
$2.3B
$2.3B
$2.2B
$2.1B
Other Allied Investment Advisors, LLC positions
VGES
$136.4MVANGUARD SHORT-TERM BOND ETF
VGES
$80.4MVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
VGES
$65.3MVANGUARD INTERMEDIATE-TERM BOND ETF
SCHW-PJ
$59.3MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$55.7MSCHWAB US DIVIDEND EQUITY ETF
VLO
$54.1MVANGUARD HEALTH CARE ETF
SCHW-PJ
$50.1MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$48.9MSCHWAB US DIVIDEND EQUITY ETF