ACTION POINT FINANCIAL PLANNING, LLC
Position in BROS — Dutch Bros Inc.
CIK 2116119
GRAND RAPIDS, MI
Position in BROS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,926
New position
Shares Held
375
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#440
of 549 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $765,738 across 16 Restaurants names. BROS ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
3,084 | $315,141 | |
| 2 | WEN |
Wendy's Co
|
28,815 | $238,867 | |
| 3 | MCD |
Mcdonalds Corp
|
460 | $124,331 | |
| 4 | BROS |
Dutch Bros Inc.
This page
|
375 | $26,926 | |
| 5 | DRI |
Darden Restaurants Inc
|
78 | $16,068 | |
| 6 | YUM |
Yum Brands Inc
|
91 | $14,541 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
201 | $6,834 | |
| 8 | TXRH |
Texas Roadhouse, Inc.
|
32 | $6,181 |
All Filings in BROS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,926 | 375 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||