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Portillos shares owned by Holos Integrated Wealth

Quarter-by-quarter ownership of Portillos (PTLO) shares owned by Holos Integrated Wealth from 13F filings

Historical chart of Holos Integrated Wealth investment in Portillos

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All positions including Portillos held by Holos Integrated Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Portillos by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $302 66 4.59
2025-09-30 $396 66 6.00
2025-06-30 $489 66 7.42

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard Mid Cap Etf (VO)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Vanguard High Yield ETF Etf (VGHY)
Schwab US Dividend Equity Etf (SCHD)
Innovator Defined Wealth Shield Etf (BALT)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

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