PAINTED PORCH ADVISORS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRK-B | 77K | $38.68M |
 | AAPL | 56K | $15.14M |
 | MNKD | 53K | $302.96K |
 | V | 21K | $7.42M |
 | WMT | 21K | $2.31M |
 | KO | 21K | $1.44M |
 | HGTY | 19K | $250.50K |
 | ARES | 15K | $2.37M |
 | CVX | 14K | $2.21M |
 | RYN | 14K | $312.21K |
 | PG | 14K | $2.06M |
 | EMR | 13K | $1.78M |
 | JNJ | 12K | $2.58M |
 | Z | 12K | $849.34K |
 | PEP | 9K | $1.28M |
 | YUM | 8K | $1.27M |
 | BDX | 8K | $1.46M |
 | XYZ | 6K | $405.19K |
 | EWBC | 6K | $656.13K |
 | MSFT | 6K | $2.71M |
Berkshire Hathaway Inc.
BRK-B
Shares Held
77K
Value
$38.68M
Apple Inc.
AAPL
Shares Held
56K
Value
$15.14M
MannKind Corporation
MNKD
Shares Held
53K
Value
$302.96K
Visa Inc.
V
Shares Held
21K
Value
$7.42M
Walmart Inc.
WMT
Shares Held
21K
Value
$2.31M
The Coca-Cola Company
KO
Shares Held
21K
Value
$1.44M
Hagerty, Inc.
HGTY
Shares Held
19K
Value
$250.50K
Ares Management Corporation
ARES
Shares Held
15K
Value
$2.37M
Chevron Corporation
CVX
Shares Held
14K
Value
$2.21M
Rayonier Inc.
RYN
Shares Held
14K
Value
$312.21K
The Procter & Gamble Company
PG
Shares Held
14K
Value
$2.06M
Emerson Electric Co.
EMR
Shares Held
13K
Value
$1.78M
Johnson & Johnson
JNJ
Shares Held
12K
Value
$2.58M
Zillow Group, Inc. Class C
Z
Shares Held
12K
Value
$849.34K
PepsiCo, Inc.
PEP
Shares Held
9K
Value
$1.28M
Yum! Brands, Inc.
YUM
Shares Held
8K
Value
$1.27M
Becton, Dickinson and Company
BDX
Shares Held
8K
Value
$1.46M
Block, Inc.
XYZ
Shares Held
6K
Value
$405.19K
East West Bancorp, Inc.
EWBC
Shares Held
6K
Value
$656.13K
Microsoft Corporation
MSFT
Shares Held
6K
Value
$2.71M