Stock Taper 
PAINTED PORCH ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-B | 79.93K | $39.66M |
 Apple Inc. | AAPL | 53.74K | $15.55M |
 MannKind Corporation | MNKD | 53.43K | $227.62K |
 The Coca-Cola Company | KO | 20.39K | $1.66M |
 Ares Management Corporation | ARES | 20.31K | $2.26M |
 Visa Inc. | V | 19.27K | $6.61M |
 Walmart Inc. | WMT | 18.96K | $2.15M |
 Hagerty, Inc. | HGTY | 18.64K | $222.16K |
 Rayonier Inc. REIT | RYN | 14.42K | $306.88K |
 The Procter & Gamble Company | PG | 14.2K | $2.08M |
 Chevron Corporation | CVX | 14.05K | $2.33M |
 Emerson Electric Co. | EMR | 13K | $1.86M |
 Johnson & Johnson | JNJ | 12.49K | $3.17M |
 Northern Trust Corporation | NTRS | 10.36K | $1.8M |
 Yum! Brands, Inc. | YUM | 8.34K | $1.33M |
 Becton, Dickinson and Company | BDX | 7.45K | $1.13M |
 Block, Inc. | XYZ | 6.22K | $473.1K |
 East West Bancorp, Inc. | EWBC | 5.84K | $753.63K |
 Microsoft Corporation | MSFT | 4.96K | $1.85M |
 ConocoPhillips | COP | 4.75K | $493.5K |