PAINTED PORCH ADVISORS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRK-B | 80K | $38.11M |
 | AAPL | 54K | $13.66M |
 | MNKD | 53K | $130.91K |
 | WMT | 21K | $2.58M |
 | KO | 20K | $1.55M |
 | ARES | 20K | $2.22M |
 | V | 20K | $5.96M |
 | HGTY | 19K | $196.26K |
 | RYN | 14K | $297.36K |
 | PG | 14K | $2.05M |
 | CVX | 14K | $2.91M |
 | EMR | 13K | $1.70M |
 | JNJ | 12K | $2.86M |
 | YUM | 8K | $1.30M |
 | BDX | 7K | $1.17M |
 | XYZ | 6K | $374.62K |
 | EWBC | 6K | $623.26K |
 | MSFT | 5K | $1.99M |
 | Z | 5K | $206.78K |
 | COP | 5K | $626.60K |
Berkshire Hathaway Inc.
BRK-B
Shares Held
80K
Value
$38.11M
Apple Inc.
AAPL
Shares Held
54K
Value
$13.66M
MannKind Corporation
MNKD
Shares Held
53K
Value
$130.91K
Walmart Inc.
WMT
Shares Held
21K
Value
$2.58M
The Coca-Cola Company
KO
Shares Held
20K
Value
$1.55M
Ares Management Corporation
ARES
Shares Held
20K
Value
$2.22M
Visa Inc.
V
Shares Held
20K
Value
$5.96M
Hagerty, Inc.
HGTY
Shares Held
19K
Value
$196.26K
Rayonier Inc.
RYN
Shares Held
14K
Value
$297.36K
The Procter & Gamble Company
PG
Shares Held
14K
Value
$2.05M
Chevron Corporation
CVX
Shares Held
14K
Value
$2.91M
Emerson Electric Co.
EMR
Shares Held
13K
Value
$1.70M
Johnson & Johnson
JNJ
Shares Held
12K
Value
$2.86M
Yum! Brands, Inc.
YUM
Shares Held
8K
Value
$1.30M
Becton, Dickinson and Company
BDX
Shares Held
7K
Value
$1.17M
Block, Inc.
XYZ
Shares Held
6K
Value
$374.62K
East West Bancorp, Inc.
EWBC
Shares Held
6K
Value
$623.26K
Microsoft Corporation
MSFT
Shares Held
5K
Value
$1.99M
Zillow Group, Inc. Class C
Z
Shares Held
5K
Value
$206.78K
ConocoPhillips
COP
Shares Held
5K
Value
$626.60K