Position in BROS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$438,687
+$178,954 QoQ
Shares Held
6,109
+19.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#311
of 549 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BROS Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $19,592,238 across 10 Restaurants names. BROS ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
36,036 | $9,740,891 | |
| 2 | SBUX |
Starbucks Corp
|
39,440 | $4,030,373 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
35,506 | $1,207,204 | |
| 4 | DRI |
Darden Restaurants Inc
|
5,611 | $1,155,922 | |
| 5 | CAKE |
Cheesecake Factory Inc
|
13,103 | $1,042,212 | |
| 6 | YUM |
Yum Brands Inc
|
6,080 | $971,948 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
2,876 | $555,729 | |
| 8 | BROS |
Dutch Bros Inc.
This page
|
6,109 | $438,687 |
All Filings in BROS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,687 | 6,109 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $259,733 | 5,127 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||