Portillo's Inc (PTLO) — Strategic Asset Allocation Index
Portillo's Inc (PTLO) has a Strategic Asset Allocation Index of 3.1% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $15.65 Million) total $15.65 Million, measured against net assets of $509.95 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Portillo's Inc (PTLO) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Portillo's Inc Strategic Asset Allocation Index (2019–2025)
This chart shows how Portillo's Inc's Strategic Asset Allocation Index has evolved across 7 annual periods from 2019 to 2025. As of June 2026, the index stands at 3.1%, representing strategic assets of $15.65 Million against net assets of $509.95 Million USD. For live market cap and overall valuation, see Portillo's Inc (PTLO) total market value.
Annual Strategic Asset Allocation Index for Portillo's Inc (2019–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Portillo's Inc from 2019 to 2025, covering 7 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See Portillo's Inc (PTLO) shareholders funds for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 3.2% | $15.70 Million | $- | $15.70 Million | $497.27 Million | ▼ -0.1 pp |
| 2024 | 3.3% | $16.06 Million | $- | $16.06 Million | $490.10 Million | ▼ -0.4 pp |
| 2023 | 3.6% | $16.68 Million | $- | $16.68 Million | $460.11 Million | ▼ -52.6 pp |
| 2022 | 56.2% | $243.31 Million | $227.04 Million | $16.27 Million | $432.90 Million | ▲ +7.3 pp |
| 2021 | 48.9% | $207.00 Million | $190.83 Million | $16.17 Million | $423.41 Million | ▼ -86.7 pp |
| 2020 | 135.6% | $190.78 Million | $174.77 Million | $16.02 Million | $140.71 Million | ▲ +80.4 pp |
| 2019 | 55.2% | $180.96 Million | $165.10 Million | $15.86 Million | $327.78 Million | — |