A&I FINANCIAL SERVICES, LLC SYY β€” SYSCO CORP

Ownership history in A&I FINANCIAL SERVICES, LLC  Β·  8 quarters on record

AI Ownership Summary

A&I FINANCIAL SERVICES, LLC reported SYSCO CORP (SYY) in 8 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.32% in 2026 Q1. The latest visible filing shows SYY at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SYY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was A&I FINANCIAL SERVICES, LLC's position in SYSCO CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SYY was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How A&I FINANCIAL SERVICES, LLC held SYY β€” position size vs. price
% of Fund (quarterly)    SYY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 9,408 -31,411 -77.0% 0.32% $671K 2026-04-15 $74.09
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About A&I FINANCIAL SERVICES, LLC and SYY

These are the practical questions this page is built to answer before you even open the full history table.

How long has A&I FINANCIAL SERVICES, LLC reported owning SYY?

A&I FINANCIAL SERVICES, LLC reported SYY across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported SYY position in A&I FINANCIAL SERVICES, LLC's portfolio?

The largest reported portfolio weight for SYY was 0.32% in 2026 Q1.

What is the latest reported SYY position on this page?

The most recent filing on this page is 2026 Q1, when A&I FINANCIAL SERVICES, LLC reported 9,408 shares, equal to 0.32% of portfolio, with an estimated market value of $671K.

What does the chart on this SYY ownership page compare?

The chart compares A&I FINANCIAL SERVICES, LLC's quarterly SYY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did A&I FINANCIAL SERVICES, LLC time their SYY position?

Based on 13F filing dates vs. subsequent SYY price moves, A&I FINANCIAL SERVICES, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on SYY relative to SPY over the holding period was -74.0%.

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