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Portillos shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Portillos

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

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Quarterly reported holdings in Portillos by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $461k 102k 4.54
2025-09-30 $118k 18k 6.45

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Creative Planning

Top funds holding Portillos

Orbis Allan Gray
Alliancebernstein
BlackRock
Vanguard Group
Goldman Sachs Group
Citadel Advisors
Asset Management Investors
Geode Capital Management
Engaged Capital
Dimensional Fund Advisors
William Blair $ Company
Henderson Group
Jane Street
Renaissance Technologies
State Street Corporation

View all funds holding Portillos