Stock Taper 
PAINTED PORCH ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cisco Systems, Inc. | CSCO | 3.96K | $465.38K |
 Netflix, Inc. | NFLX | 4.01K | $286.38K |
 Union Pacific Corporation | UNP | 4.04K | $1.1M |
 Novo Nordisk A/S | NVO | 4.31K | $206.72K |
 Amgen Inc. | AMGN | 4.73K | $1.71M |
 ConocoPhillips | COP | 4.75K | $493.5K |
 Microsoft Corporation | MSFT | 4.96K | $1.85M |
 East West Bancorp, Inc. | EWBC | 5.84K | $753.63K |
 Block, Inc. | XYZ | 6.22K | $473.1K |
 Becton, Dickinson and Company | BDX | 7.45K | $1.13M |
 Yum! Brands, Inc. | YUM | 8.34K | $1.33M |
 Northern Trust Corporation | NTRS | 10.36K | $1.8M |
 Johnson & Johnson | JNJ | 12.49K | $3.17M |
 Emerson Electric Co. | EMR | 13K | $1.86M |
 Chevron Corporation | CVX | 14.05K | $2.33M |
 The Procter & Gamble Company | PG | 14.2K | $2.08M |
 Rayonier Inc. REIT | RYN | 14.42K | $306.88K |
 Hagerty, Inc. | HGTY | 18.64K | $222.16K |
 Walmart Inc. | WMT | 18.96K | $2.15M |
 Visa Inc. | V | 19.27K | $6.61M |