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Portillos shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Portillos (PTLO) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Portillos

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All positions including Portillos held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Portillos by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.6k 382 9.40
2024-09-30 $5.1k 382 13.47
2024-06-30 $3.7k 382 9.72

More positions owned by Center for Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Microsoft Corporation (MSFT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Center for Financial Planning

Top funds holding Portillos

Engaged Capital
Orbis Allan Gray
Vanguard Group
BlackRock
Berkshire Partners
UBS Group
Ameriprise Financial
Asset Management Investors
Marshall Wace
Hodges Capital Management
Citadel Advisors
Franklin Resources
Geode Capital Management
Emerald Advisers
William Blair $ Company

View all funds holding Portillos