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Portillos shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of Portillos (PTLO) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in Portillos

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All positions including Portillos held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Portillos by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $347k 23k 15.39
2023-06-30 $532k 24k 22.53
2023-03-31 $506k 24k 21.37
2022-12-31 $370k 23k 16.32
2022-09-30 $497k 25k 19.69
2022-06-30 $371k 23k 16.35
2022-03-31 $556k 23k 24.54
2021-12-31 $475k 13k 37.54

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core Msci Total (IXUS)
McDonald's Corporation (MCD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Flexshares Tr M Star Dev Mkt (TLTD)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Flexshares Tr Mornstar Usmkt (TILT)
Ishares Tr Global Reit Etf (REET)

View all positions for Capstone Financial Advisors

Top funds holding Portillos

Orbis Allan Gray
Vanguard Group
William Blair $ Company
Samlyn Capital
Franklin Resources
Principal Financial Group
Marshall Wace
Asset Management Investors
Emerald Advisers
Emerald Mutual Fund Advisers, Trust
Kornitzer Capital Management
Dimensional Fund Advisors
Citadel Advisors
Point72 Asset Management
Select Equity

View all funds holding Portillos