Chicago Partners Investment Group LLC

Position in PTLO — Portillo's Inc.

CIK 1563525 CHICAGO, IL

Position in PTLO

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$1,393,285

+$208,827 QoQ

Shares Held

263,381

+1.0% QoQ

Ownership

0.347%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 0.558886176299733.ToString("F0")% Shared 0.ToString("F0")% None 99.44111382370026.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Chicago Partners Investment Group LLC holds $16,988,244 across 10 Restaurants names. PTLO ranks #3 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	27,221	$8,460,014
2	SBUX	Starbucks Corp	27,303	$2,446,075
3	PTLO	Portillo's Inc. This page	263,381	$1,393,285
4	DRI	Darden Restaurants Inc	5,380	$1,054,695
5	TXRH	Texas Roadhouse, Inc.	5,488	$906,288
6	CMG	Chipotle Mexican Grill Inc	27,287	$873,456
7	DPZ	Dominos Pizza Inc	2,135	$766,016
8	YUM	Yum Brands Inc	3,489	$542,469

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,393,285	263,381	+1.0%	Shares	Sole	2026-05-04
2025-12-31	$1,184,458	260,894	+0.1%	Shares	Sole	2026-01-28
2025-09-30	$1,681,444	260,689	-0.4%	Shares	Sole	2025-10-30
2025-06-30	$3,053,875	261,686	-0.5%	Shares	Sole	2025-07-29
2025-03-31	$3,127,949	263,074	-6.5%	Shares	Sole	2025-05-09
2024-12-31	$2,645,912	281,480	+2686.1%	Shares	Sole	2025-01-24
2022-12-31	$164,880	10,103	+8.6%	Shares	Sole	2023-02-09
2022-09-30	$183,254	9,307	-8.7%	Shares	Sole	2022-11-09
2022-06-30	$166,688	10,195	+0.3%	Shares	Sole	2022-08-04
2022-03-31	$249,603	10,163	-17.3%	Shares	Sole	2022-05-20
2021-12-31	$461,516	12,294	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.