James T. Borello
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James T. Borello’s Cheesecake Factory CAKE Stock Holding History

James T. Borello’s Portfolio CAKE Stock Details CAKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.47K Sell
14
-3
-18% -$298 ﹤0.01% 965
2026
Q2 		$1.35K Hold
17
– – ﹤0.01% 995
2026
Q1 		$931 Hold
17
– – ﹤0.01% 1015
2025
Q4 		$858 Buy
+17
New +$853 ﹤0.01% 886

Other funds holding CAKE

Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Decker Retirement Planning
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Independent Solutions Wealth Management
Independent Solutions Wealth Management Williamsville, New York $788M AUM 23.96% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

James T. Borello's CAKE Position: Q3 2026 in Review

James T. Borello reduced its Cheesecake Factory (CAKE) stake by 18% in Q3 2026, selling an estimated $298 and leaving 14 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

James T. Borello first reported a position in CAKE in Q4 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold CAKE as of Q3 2026.

  • James T. Borello held 14 shares of Cheesecake Factory worth $1.47K as of Q3 2026.
  • James T. Borello sold 3 Cheesecake Factory shares in Q3 2026, an estimated $298.
  • Cheesecake Factory made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #965 holding.
  • James T. Borello first reported a position in Cheesecake Factory in Q4 2025 and has held it in 4 quarters since.
  • 101 funds tracked by Wall St. Rank held Cheesecake Factory as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.