Stock Taper

PAINTED PORCH ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Amgen Inc.AMGN4.73K$1.71M
Novo Nordisk A/SNVO4.31K$206.72K
Union Pacific CorporationUNP4.04K$1.1M
Netflix, Inc.NFLX4.01K$286.38K
Cisco Systems, Inc.CSCO3.96K$465.38K
Alphabet Inc.GOOG3.89K$1.37M
Amazon.com, Inc.AMZN3.43K$817.98K
Ecolab Inc.ECL2.4K$668.66K
Adobe Inc.ADBE2.36K$483.23K
Welltower Inc.WELL2.19K$496.84K
IDEXX Laboratories, Inc.IDXX2.15K$1.13M
Merck & Co., Inc.MRK1.93K$248.52K
Aon plcAON1.86K$618.27K
Alphabet Inc.GOOGL1.82K$650.68K
NVIDIA CorporationNVDA1.82K$364.22K
AbbVie Inc.ABBV1.66K$418.73K
Air Products and Chemicals, Inc.APD1.1K$321.62K
Deere & CompanyDE1.03K$651.46K
Meta Platforms, Inc.META970$546.39K
JPMorgan Chase & Co.JPM774$253.35K