PAINTED PORCH ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRK-B | 78K | $39.43M |
 | AAPL | 54K | $13.70M |
 | MNKD | 53K | $286.93K |
 | V | 22K | $7.49M |
 | WMT | 22K | $2.25M |
 | KO | 21K | $1.40M |
 | HGTY | 19K | $224.40K |
 | CVX | 15K | $2.29M |
 | ARES | 15K | $2.34M |
 | PG | 14K | $2.21M |
 | EMR | 14K | $1.81M |
 | RYN | 14K | $364.93K |
 | JNJ | 13K | $2.34M |
 | PEP | 10K | $1.34M |
 | YUM | 9K | $1.31M |
 | BDX | 8K | $1.49M |
 | MCS | 7K | $111.00K |
 | XYZ | 6K | $446.05K |
 | AMZN | 6K | $1.29M |
 | MSFT | 6K | $3.03M |
Berkshire Hathaway Inc.
BRK-B
Shares Held
78K
Value
$39.43M
Apple Inc.
AAPL
Shares Held
54K
Value
$13.70M
MannKind Corporation
MNKD
Shares Held
53K
Value
$286.93K
Visa Inc.
V
Shares Held
22K
Value
$7.49M
Walmart Inc.
WMT
Shares Held
22K
Value
$2.25M
The Coca-Cola Company
KO
Shares Held
21K
Value
$1.40M
Hagerty, Inc.
HGTY
Shares Held
19K
Value
$224.40K
Chevron Corporation
CVX
Shares Held
15K
Value
$2.29M
Ares Management Corporation
ARES
Shares Held
15K
Value
$2.34M
The Procter & Gamble Company
PG
Shares Held
14K
Value
$2.21M
Emerson Electric Co.
EMR
Shares Held
14K
Value
$1.81M
Rayonier Inc.
RYN
Shares Held
14K
Value
$364.93K
Johnson & Johnson
JNJ
Shares Held
13K
Value
$2.34M
PepsiCo, Inc.
PEP
Shares Held
10K
Value
$1.34M
Yum! Brands, Inc.
YUM
Shares Held
9K
Value
$1.31M
Becton, Dickinson and Company
BDX
Shares Held
8K
Value
$1.49M
The Marcus Corporation
MCS
Shares Held
7K
Value
$111.00K
Block, Inc.
XYZ
Shares Held
6K
Value
$446.05K
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.29M
Microsoft Corporation
MSFT
Shares Held
6K
Value
$3.03M