James T. Borello RIA’s Portillo's PTLO Stock Holding History

James T. Borello RIA’s Portfolio PTLO Stock Details PTLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.04K	Hold	294	–	–	﹤0.01%	993
2026 Q2	$1.39K	Hold	294	–	–	﹤0.01%	991
2026 Q1	$1.56K	Hold	294	–	–	﹤0.01%	953
2025 Q4	$1.34K	Hold	294	–	–	﹤0.01%	846
2025 Q3	$1.9K	Hold	294	–	–	﹤0.01%	734
2025 Q2	$3.43K	Hold	294	–	–	﹤0.01%	239
2025 Q1	$3.5K	Hold	294	–	–	﹤0.01%	189
2024 Q4	$2.76K	Hold	294	–	–	﹤0.01%	167
2024 Q3	$3.96K	Hold	294	–	–	﹤0.01%	152
2024 Q2	$2.86K	Buy	294 +142	+93%	+$1.58K	﹤0.01%	146
2024 Q1	$2.16K	Hold	152	–	–	﹤0.01%	151
2023 Q4	$2.42K	Buy	+152	New	+$2.35K	﹤0.01%	129

Other funds holding PTLO

4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CAM

CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

FNBSF

First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

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

James T. Borello RIA held its Portillo's (PTLO) position steady in Q3 2026 at 294 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

James T. Borello RIA first reported a position in PTLO in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.96K in Q3 2024. 16 funds tracked by Wall St. Rank hold PTLO as of Q3 2026.

James T. Borello RIA held 294 shares of Portillo's worth $1.04K as of Q3 2026.
James T. Borello RIA left its Portillo's share count unchanged in Q3 2026.
Portillo's made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #993 holding.
James T. Borello RIA first reported a position in Portillo's in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's Portillo's position peaked at $3.96K in Q3 2024.
16 funds tracked by Wall St. Rank held Portillo's as of Q3 2026.

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