Valeo Financial Advisors, LLC

Position in BROS — Dutch Bros Inc.

CIK 1722641 CARMEL, IN

Position in BROS

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$353,377

+$108,538 QoQ

Shares Held

4,921

+1.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#336

of 549 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $10,845,230 across 6 Restaurants names. BROS ranks #4 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	20,516	$5,545,679
2	SBUX	Starbucks Corp	28,019	$2,863,261
3	YUM	Yum Brands Inc	8,882	$1,419,876
4	BROS	Dutch Bros Inc. This page	4,921	$353,377
5	TXRH	Texas Roadhouse, Inc.	1,736	$335,447
6	CMG	Chipotle Mexican Grill Inc	9,635	$327,590

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$353,377	4,921	+1.8%	Shares	Sole	2026-07-08
2026-03-31	$244,839	4,833	-4.8%	Shares	Sole	2026-05-08
2025-12-31	$310,875	5,078	+9.4%	Shares	Sole	2026-02-04
2025-09-30	$242,962	4,642	-0.1%	Shares	Sole	2025-11-03
2025-06-30	$317,647	4,646	+0.5%	Shares	Sole	2025-09-12
2025-03-31	$285,485	4,624	+0.4%	Shares	Sole	2025-04-30
2024-12-31	$241,314	4,607	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.