Position in PTLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$256,025
+$187,000 QoQ
Shares Held
54,014
+255.3% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 172 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 1%
Shared 5%
None 94%
Common Shares in PTLO Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Cerity Partners LLC holds $279,034,385 across 21 Restaurants names. PTLO ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
489,118 | $132,213,484 | |
| 2 | DRI |
Darden Restaurants Inc
|
173,936 | $35,832,552 | |
| 3 | SBUX |
Starbucks Corp
|
269,227 | $27,512,306 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
118,554 | $22,908,188 | |
| 5 | YUM |
Yum Brands Inc
|
137,200 | $21,932,790 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
376,917 | $12,815,178 | |
| 7 | DPZ |
Dominos Pizza Inc
|
32,582 | $9,645,574 | |
| 8 | EAT |
Brinker International, Inc
|
36,661 | $6,159,048 |
All Filings in PTLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,025 | 54,014 | Shares | Other | 2026-08-14 | |
| 2025-12-31 | $69,025 | 15,204 | Shares | Other | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||