Holdings

Painted Porch Advisors LLC

As of Jun 30, 2026, Painted Porch Advisors LLC reported 42 positions worth US$99.3M. Largest: Berkshire Hathaway Inc., Apple Inc and Visa Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Berkshire Hathaway Inc.79,927US$39.7M+391Jun 30, 2026
Apple Inc53,742US$15.6M−95Jun 30, 2026
Visa Inc.19,265US$6.61M−439Jun 30, 2026
Johnson & Johnson12,488US$3.17M+774Jun 30, 2026
Chevron Corporation14,050US$2.33Mno changeJun 30, 2026
Ares Management Corporation20,307US$2.26M+1Jun 30, 2026
Walmart Inc.18,965US$2.15M−1,776Jun 30, 2026
Procter & Gamble Company (the)14,199US$2.08M−2Jun 30, 2026
Alphabet Inc (google) Class C5,664US$2.02M−193Jun 30, 2026
Emerson Electric Company12,999US$1.86Mno changeJun 30, 2026