Institutions / Painted Porch Advisors LLC
Painted Porch Advisors LLC
CIK 2024585 · Institution · as of Dec 31, 2025
Portfolio value
$248.66M
Positions
71
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 71 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $56.86M | 22.9% |
| iShares Tr | $40.14M | 16.1% |
| Warren E. Buffett | $38.68M | 15.6% |
| Invesco Exch Traded Fd Tr | $22.10M | 8.9% |
| Apple Inc. | $15.14M | 6.1% |
| Vanguard Index Fds | $7.62M | 3.1% |
| Visa Inc | $7.42M | 3.0% |
| Vanguard Index Fds | $6.74M | 2.7% |
| iShares Tr | $3.25M | 1.3% |
| Microsoft Corp | $2.71M | 1.1% |
| Johnson & Johnson | $2.58M | 1.0% |
| Ares Management Corporation | $2.37M | 1.0% |
| Walmart Inc. | $2.31M | 0.9% |
| Chevron Corp | $2.21M | 0.9% |
| PROCTER & GAMBLE Co | $2.06M | 0.8% |
| Emerson Electric Co | $1.78M | 0.7% |
| Amgen Inc | $1.56M | 0.6% |
| Becton Dickinson & Co | $1.46M | 0.6% |
| Idexx Laboratories Inc /De | $1.45M | 0.6% |
| Coca Cola Co | $1.44M | 0.6% |
| Alphabet Inc. | $1.30M | 0.5% |
| Pepsico Inc | $1.28M | 0.5% |
| Alphabet Inc. | $1.27M | 0.5% |
| Yum! Brands Inc | $1.27M | 0.5% |
| Vanguard Index Fds | $1.12M | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.