Stock Taper 
PAINTED PORCH ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eli Lilly and Company | LLY | 229 | $274.72K |
 Micron Technology, Inc. | MU | 320 | $369.55K |
 Mastercard Incorporated | MA | 545 | $279.91K |
 GE Aerospace | GE | 608 | $227.23K |
 Linde plc | LIN | 645 | $334.72K |
 JPMorgan Chase & Co. | JPM | 774 | $253.35K |
 Meta Platforms, Inc. | META | 970 | $546.39K |
 Deere & Company | DE | 1.03K | $651.46K |
 Air Products and Chemicals, Inc. | APD | 1.1K | $321.62K |
 AbbVie Inc. | ABBV | 1.66K | $418.73K |
 NVIDIA Corporation | NVDA | 1.82K | $364.22K |
 Alphabet Inc. | GOOGL | 1.82K | $650.68K |
 Aon plc | AON | 1.86K | $618.27K |
 Merck & Co., Inc. | MRK | 1.93K | $248.52K |
 IDEXX Laboratories, Inc. | IDXX | 2.15K | $1.13M |
 Welltower Inc. | WELL | 2.19K | $496.84K |
 Adobe Inc. | ADBE | 2.36K | $483.23K |
 Ecolab Inc. | ECL | 2.4K | $668.66K |
 Amazon.com, Inc. | AMZN | 3.43K | $817.98K |
 Alphabet Inc. | GOOG | 3.89K | $1.37M |