Semanteon Capital Management’s Portillo's PTLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-81,121	Closed	-$965K	–	236
2025 Q1	$965K	Buy	+81,121	New	+$965K	0.52%	76