Position in BH-A
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,318
-$11 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BH-A Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026IFP Advisors, Inc holds $16,835,298 across 26 Restaurants names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
32,263 | $8,721,011 | |
| 2 | SBUX |
Starbucks Corp
|
23,885 | $2,440,808 | |
| 3 | YUM |
Yum Brands Inc
|
8,127 | $1,299,182 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
32,686 | $1,111,324 | |
| 5 | DRI |
Darden Restaurants Inc
|
5,001 | $1,030,256 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
3,659 | $707,028 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
8,389 | $342,858 | |
| 8 | BROS |
Dutch Bros Inc.
|
4,146 | $297,724 |
All Filings in BH-A
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BH | $1,318 | 4 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 BH | $1,329 | 4 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 BH | $323 | 1 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 BH | $584 | 0 | Shares | Sole | 2025-07-24 | |
| 2024-06-30 BH | $2,320 | 12 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 BH | $2,276 | 12 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||