Position in DRI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$298,920
+$13,878 QoQ
Shares Held
1,451
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#731
of 1,079 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Aegis Wealth Management LLC holds $570,684 across 2 Restaurants names. DRI ranks #1 (52.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
This page
|
1,451 | $298,920 | |
| 2 | DPZ |
Dominos Pizza Inc
|
918 | $271,764 |
All Filings in DRI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,920 | 1,451 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $285,042 | 1,454 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $283,206 | 1,539 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $309,715 | 1,627 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $371,420 | 1,704 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $354,023 | 1,704 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $321,853 | 1,724 | Shares | Sole | 2025-03-07 | |
| No filing history on record for this holder in this stock. | ||||||