Position in BROS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$663,739
+$173,807 QoQ
Shares Held
9,243
-4.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#271
of 549 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in BROS Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $18,598,103 across 10 Restaurants names. BROS ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
32,061 | $8,666,408 | |
| 2 | SBUX |
Starbucks Corp
|
28,258 | $2,887,685 | |
| 3 | DRI |
Darden Restaurants Inc
|
7,270 | $1,497,692 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
7,722 | $1,492,122 | |
| 5 | PTLO |
Portillo's Inc.
|
263,381 | $1,248,425 | |
| 6 | DPZ |
Dominos Pizza Inc
|
3,017 | $893,152 | |
| 7 | BROS |
Dutch Bros Inc.
This page
|
9,243 | $663,739 | |
| 8 | CMG |
Chipotle Mexican Grill Inc
|
17,198 | $584,732 |
All Filings in BROS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,739 | 9,243 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $489,932 | 9,671 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $482,658 | 7,884 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $377,633 | 7,215 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $500,536 | 7,321 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $473,669 | 7,672 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $453,558 | 8,659 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $275,682 | 8,607 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $361,215 | 8,725 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $270,765 | 8,205 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $266,186 | 8,405 | Shares | Sole | 2024-02-23 | |
| 2023-06-30 | $207,087 | 7,279 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $255,064 | 8,064 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $202,065 | 7,168 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||