Invictus Private Wealth »

Portillos shares owned by Invictus Private Wealth

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

Historical chart of Invictus Private Wealth investment in Portillos

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Portillos by Invictus Private Wealth

Quarter filed Position value Share count Share price at filing
2023-06-30 $555k 25k 22.53
2023-03-31 $527k 25k 21.37
2022-12-31 $402k 25k 16.32

More positions owned by Invictus Private Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Costco Wholesale Corporation (COST)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Financial (XLF)
Broadcom (AVGO)
Vanguard World Health Car Etf (VHT)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Invictus Private Wealth

Top funds holding Portillos

Orbis Allan Gray
Alliancebernstein
Vanguard Group
Engaged Capital
BlackRock
Citadel Advisors
Dimensional Fund Advisors
Ameriprise Financial
Susquehanna International
Asset Management Investors
Geode Capital Management
Franklin Resources
William Blair $ Company
State Street Corporation
Henderson Group

View all funds holding Portillos