Painted Porch Advisors LLC
Painted Porch Advisors LLC reported 75 holdings worth US$229M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Painted Porch Advisors LLC reported 75 holdings worth US$229M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Visa Inc. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 75
- Value as reported
- US$229M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 79,927 | US$39.7M | 17.3% |
| Apple Inc | 53,742 | US$15.6M | 6.8% |
| Visa Inc. | 19,265 | US$6.61M | 2.9% |
| Johnson & Johnson | 12,488 | US$3.17M | 1.4% |
| Chevron Corporation | 14,050 | US$2.33M | 1.0% |
| Ares Management Corporation | 20,307 | US$2.26M | 0.99% |
| Walmart Inc. | 18,965 | US$2.15M | 0.94% |
| Procter & Gamble Company (the) | 14,199 | US$2.08M | 0.91% |
| Alphabet Inc (google) Class C | 5,664 | US$2.02M | 0.88% |
| Emerson Electric Company | 12,999 | US$1.86M | 0.81% |
| Microsoft Corp. | 4,955 | US$1.85M | 0.81% |
| Northern Trust Corporation | 10,362 | US$1.8M | 0.79% |
| Amgen Inc. | 4,732 | US$1.71M | 0.75% |
| Coca-cola Company (the) | 20,389 | US$1.66M | 0.72% |
| Yum! Brands, Inc. | 8,342 | US$1.33M | 0.58% |
| Idexx Laboratories, Inc. | 2,150 | US$1.13M | 0.49% |
| Becton, Dickinson And Company | 7,450 | US$1.13M | 0.49% |
| Union Pacific Corporation | 4,038 | US$1.1M | 0.48% |
| Amazon.com, Inc. | 3,432 | US$818K | 0.36% |
| East West Bancorp, Inc. | 5,838 | US$754K | 0.33% |
| Ecolab Inc. | 2,400 | US$669K | 0.29% |
| Deere & Company | 1,027 | US$651K | 0.28% |
| Meta Platforms, Inc. | 970 | US$546K | 0.24% |
| Welltower Inc. | 2,189 | US$497K | 0.22% |
| Conocophillips | 4,747 | US$493K | 0.22% |
| Adobe Inc. | 2,357 | US$483K | 0.21% |
| Block, Inc. | 6,225 | US$473K | 0.21% |
| Cisco Systems, Inc. | 3,962 | US$465K | 0.20% |
| Abbvie Inc. | 1,664 | US$419K | 0.18% |
| Micron Technology, Inc. | 320 | US$370K | 0.16% |
| Nvidia Corporation | 1,820 | US$364K | 0.16% |
| Air Products And Chemicals, Inc. | 1,097 | US$322K | 0.14% |
| Rayonier Inc. Reit | 14,421 | US$307K | 0.13% |
| Netflix, Inc. | 4,011 | US$286K | 0.13% |
| Mastercard Incorporated | 545 | US$280K | 0.12% |
| Eli Lilly And Company | 229 | US$275K | 0.12% |
| Jp Morgan Chase & Co. | 774 | US$253K | 0.11% |
| Merck & Company, Inc. | 1,934 | US$249K | 0.11% |
| Mannkind Corporation | 53,432 | US$228K | 0.10% |
| Ge Aerospace | 608 | US$227K | 0.10% |
| Hagerty, Inc. | 18,638 | US$222K | 0.10% |
| Novo Nordisk A/s Class B | 4,312 | US$207K | 0.09% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Waters Corporation | 0 | US$0 | 0.00% |
| Zebra Technologies Corporation | 0 | US$0 | 0.00% |
| Zillow Group, Inc. | 0 | US$0 | 0.00% |
Source
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