Painted Porch Advisors LLC

13F filer · CIK 0002024585

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$229MU.S. long equity reported on 13F

Positions507 new · 4 closed

Net flow last quarter+$1.57MBuys minus sells

Top 10 positions weight33.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 202650 positions
BRK.BBerkshire Hathaway Inc	$39.7M	17.33%	Not reported	+0.5%	Q4 2023
AAPLApple Inc.	$15.6M	6.80%	0.00%	-0.2%	Q4 2023
VVisa Inc.	$6.61M	2.89%	0.00%	-2.2%	Q4 2023
JNJJohnson & Johnson	$3.17M	1.39%	0.00%	+6.6%	Q4 2023
CVXChevron Corp	$2.33M	1.02%	0.00%	Not reported	Q4 2023
ARESAres Management Corp	$2.26M	0.99%	0.01%	0.0%	Q1 2024
WMTWalmart Inc.	$2.15M	0.94%	0.00%	-8.6%	Q4 2023
PGPROCTER & GAMBLE Co	$2.08M	0.91%	0.00%	0.0%	Q4 2023
EMREmerson Electric Co	$1.86M	0.81%	0.00%	Not reported	Q4 2023
MSFTMicrosoft Corp	$1.85M	0.81%	0.00%	-8.1%	Q4 2023
NTRSNorthern Trust Corp	$1.8M	0.79%	0.01%	Not reported	Q1 2025
AMGNAmgen Inc	$1.71M	0.75%	0.00%	Not reported	Q4 2023
KOCoca Cola Co	$1.66M	0.72%	0.00%	0.0%	Q4 2023
GOOGAlphabet Inc.	$1.37M	0.60%	Not reported	+1.8%	Q1 2024
YUMYum Brands Inc	$1.33M	0.58%	0.00%	Not reported	Q4 2023
IDXXIdexx Laboratories Inc	$1.13M	0.49%	0.00%	Not reported	Q4 2023
BDXBecton Dickinson & Co	$1.13M	0.49%	0.00%	Not reported	Q4 2023
UNPUnion Pacific Corp	$1.1M	0.48%	0.00%	-2.1%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.05M	0.46%	Not reported	+0.4%	Q4 2023
AMZNAmazon Com Inc	$818K	0.36%	0.00%	-11.6%	Q1 2024
EWBCEast West Bancorp Inc	$754K	0.33%	0.00%	Not reported	Q1 2024
ECLEcolab Inc.	$669K	0.29%	0.00%	-25.0%	Q4 2023
DEDeere & Co	$651K	0.28%	0.00%	-1.5%	Q1 2024
GOOGLAlphabet Inc.	$651K	0.28%	0.00%	-11.0%	Q4 2023
AONAon plc	$618K	0.27%	0.00%	Not reported	Q4 2023
GLDSPDR Gold Trust	$598K	0.26%	0.00%	Not reported	Q2 2024
METAMeta Platforms, Inc.	$546K	0.24%	Not reported	-23.6%	Q2 2024
WELLWelltower Inc.	$497K	0.22%	0.00%	Not reported	Q4 2023
COPConocophillips	$493K	0.22%	0.00%	Not reported	Q4 2023
ADBEAdobe Inc.	$483K	0.21%	0.00%	-0.4%	Q4 2023
XYZBlock, Inc.	$473K	0.21%	Not reported	Not reported	Q2 2024
CSCOCisco Systems, Inc.	$465K	0.20%	0.00%	+16.2%	Q2 2024
IAUMiShares Gold Trust Micro	$420K	0.18%	0.01%	Not reported	Q2 2025
ABBVAbbVie Inc.	$419K	0.18%	0.00%	Not reported	Q4 2023
BSTZBlackRock Science & Technology Term Trust	$376K	0.16%	Not reported	+1.7%	Q2 2024
MUMicron Technology Inc	$370K	0.16%	0.00%	Not reported	Q1 2025
NVDANvidia Corp	$364K	0.16%	0.00%	-3.6%	Q1 2024
LINLinde PLC	$335K	0.15%	0.00%	Not reported	Q4 2023
APDAir Products & Chemicals, Inc.	$322K	0.14%	0.00%	-18.4%	Q4 2023
RYNRayonier Inc	$307K	0.13%	0.00%	Not reported	Q4 2023
NFLXNetflix Inc	$286K	0.13%	0.00%	-10.9%	Q1 2024
MAMastercard Inc	$280K	0.12%	0.00%	Not reported	Q4 2023
LLYELI LILLY & Co	$275K	0.12%	0.00%	Not reported	Q1 2024
GLDMWorld Gold Trust	$271K	0.12%	0.00%	+9.4%	Q1 2025
JPMJPMorgan Chase & Co	$253K	0.11%	0.00%	Not reported	Q2 2024
MRKMerck & Co., Inc.	$249K	0.11%	0.00%	+12.2%	Q1 2024
MNKDMannkind Corp	$228K	0.10%	0.02%	Not reported	Q1 2024
GEGeneral Electric Co	$227K	0.10%	0.00%	Not reported	Q2 2024
HGTYHagerty, Inc.	$222K	0.10%	0.01%	Not reported	Q2 2024
NVONovo Nordisk A S	$207K	0.09%	Not reported	Not reported	Q4 2023
Q1 2026Reported May 15, 202647 positions
BRK.BBerkshire Hathaway Inc	$38.1M	18.19%	Not reported	+3.4%	Q4 2023
AAPLApple Inc.	$13.7M	6.52%	0.00%	-3.3%	Q4 2023
VVisa Inc.	$5.96M	2.84%	0.00%	-6.9%	Q4 2023
CVXChevron Corp	$2.91M	1.39%	0.00%	-2.9%	Q4 2023
JNJJohnson & Johnson	$2.86M	1.37%	0.00%	-6.0%	Q4 2023
WMTWalmart Inc.	$2.58M	1.23%	0.00%	+0.1%	Q4 2023
ARESAres Management Corp	$2.22M	1.06%	0.01%	+38.8%	Q1 2024
PGPROCTER & GAMBLE Co	$2.05M	0.98%	0.00%	-1.3%	Q4 2023
MSFTMicrosoft Corp	$1.99M	0.95%	0.00%	-3.9%	Q4 2023
EMREmerson Electric Co	$1.7M	0.81%	0.00%	-3.1%	Q4 2023
AMGNAmgen Inc	$1.66M	0.79%	0.00%	-0.5%	Q4 2023
KOCoca Cola Co	$1.55M	0.74%	0.00%	-1.0%	Q4 2023
YUMYum Brands Inc	$1.3M	0.62%	0.00%	-0.6%	Q4 2023
IDXXIdexx Laboratories Inc	$1.21M	0.58%	0.00%	Not reported	Q4 2023
BDXBecton Dickinson & Co	$1.17M	0.56%	0.00%	-0.9%	Q4 2023
GOOGAlphabet Inc.	$1.1M	0.52%	Not reported	-5.7%	Q1 2024
UNPUnion Pacific Corp	$1M	0.48%	0.00%	-1.2%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$911K	0.43%	Not reported	+9.9%	Q4 2023
ECLEcolab Inc.	$851K	0.41%	0.00%	Not reported	Q4 2023
AMZNAmazon Com Inc	$809K	0.39%	0.00%	-5.9%	Q1 2024
METAMeta Platforms, Inc.	$727K	0.35%	Not reported	-8.1%	Q2 2024
COPConocophillips	$627K	0.30%	0.00%	-9.4%	Q4 2023
EWBCEast West Bancorp Inc	$623K	0.30%	0.00%	Not reported	Q1 2024
AONAon plc	$602K	0.29%	0.00%	Not reported	Q4 2023
GOOGLAlphabet Inc.	$588K	0.28%	0.00%	-50.8%	Q4 2023
DEDeere & Co	$587K	0.28%	0.00%	-7.5%	Q1 2024
ADBEAdobe Inc.	$575K	0.27%	0.00%	-8.8%	Q4 2023
XOMExxonMobil Holdings Corp	$535K	0.26%	0.00%	+5.5%	Q4 2023
IAUMiShares Gold Trust Micro	$490K	0.23%	0.01%	Not reported	Q2 2025
WELLWelltower Inc.	$433K	0.21%	0.00%	-0.3%	Q4 2023
NFLXNetflix Inc	$433K	0.21%	0.00%	-6.4%	Q1 2024
APDAir Products & Chemicals, Inc.	$391K	0.19%	0.00%	Not reported	Q4 2023
XYZBlock, Inc.	$375K	0.18%	Not reported	Not reported	Q2 2024
ABBVAbbVie Inc.	$362K	0.17%	0.00%	-5.2%	Q4 2023
ZBRAZebra Technologies Corp	$360K	0.17%	0.00%	Not reported	Q4 2023
NVDANvidia Corp	$329K	0.16%	0.00%	-13.9%	Q1 2024
LINLinde PLC	$320K	0.15%	0.00%	Not reported	Q4 2023
WATWaters Corp	$306K	0.15%	0.00%	Not reported	Q4 2024
RYNRayonier Inc	$297K	0.14%	0.00%	Not reported	Q4 2023
GLDMWorld Gold Trust	$289K	0.14%	0.00%	-0.2%	Q1 2025
MAMastercard Inc	$272K	0.13%	0.00%	-50.3%	Q4 2023
BSTZBlackRock Science & Technology Term Trust	$272K	0.13%	Not reported	+2.2%	Q2 2024
CSCOCisco Systems, Inc.	$264K	0.13%	0.00%	-13.9%	Q2 2024
MRKMerck & Co., Inc.	$207K	0.10%	0.00%	Not reported	Q1 2024
ZZillow Group, Inc.	$207K	0.10%	Not reported	-59.9%	Q4 2025
HGTYHagerty, Inc.	$196K	0.09%	0.01%	Not reported	Q2 2024
MNKDMannkind Corp	$131K	0.06%	0.02%	Not reported	Q1 2024
Q4 2025Reported Mar 19, 202653 positions
BRK.BBerkshire Hathaway Inc	$38.7M	15.55%	Not reported	-1.9%	Q4 2023
AAPLApple Inc.	$15.1M	6.09%	0.00%	+3.5%	Q4 2023
VVisa Inc.	$7.42M	2.99%	0.00%	-3.5%	Q4 2023
MSFTMicrosoft Corp	$2.71M	1.09%	0.00%	-4.2%	Q4 2023
JNJJohnson & Johnson	$2.58M	1.04%	0.00%	-1.3%	Q4 2023
ARESAres Management Corp	$2.37M	0.95%	0.00%	Not reported	Q1 2024
WMTWalmart Inc.	$2.31M	0.93%	0.00%	-5.1%	Q4 2023
CVXChevron Corp	$2.21M	0.89%	0.00%	-2.0%	Q4 2023
PGPROCTER & GAMBLE Co	$2.06M	0.83%	0.00%	Not reported	Q4 2023
EMREmerson Electric Co	$1.78M	0.72%	0.00%	-2.7%	Q4 2023
AMGNAmgen Inc	$1.56M	0.63%	0.00%	Not reported	Q4 2023
BDXBecton Dickinson & Co	$1.46M	0.59%	0.00%	-5.7%	Q4 2023
IDXXIdexx Laboratories Inc	$1.45M	0.58%	0.00%	Not reported	Q4 2023
KOCoca Cola Co	$1.44M	0.58%	0.00%	-2.5%	Q4 2023
GOOGLAlphabet Inc.	$1.3M	0.52%	0.00%	-11.2%	Q4 2023
PEPPepsico Inc	$1.28M	0.52%	0.00%	-6.1%	Q4 2023
GOOGAlphabet Inc.	$1.27M	0.51%	Not reported	+6.1%	Q1 2024
YUMYum Brands Inc	$1.27M	0.51%	0.00%	-2.4%	Q4 2023
UNPUnion Pacific Corp	$966K	0.39%	0.00%	-9.8%	Q4 2023
AMZNAmazon Com Inc	$952K	0.38%	0.00%	-29.6%	Q1 2024
METAMeta Platforms, Inc.	$912K	0.37%	Not reported	+11.8%	Q2 2024
ADBEAdobe Inc.	$909K	0.37%	0.00%	-9.6%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$870K	0.35%	Not reported	-10.1%	Q4 2023
ZZillow Group, Inc.	$849K	0.34%	Not reported	New	Q4 2025
ECLEcolab Inc.	$840K	0.34%	0.00%	Not reported	Q4 2023
AONAon plc	$658K	0.26%	0.00%	-14.1%	Q4 2023
EWBCEast West Bancorp Inc	$656K	0.26%	0.00%	Not reported	Q1 2024
MAMastercard Inc	$626K	0.25%	0.00%	-5.6%	Q4 2023
AVGOBroadcom Inc.	$576K	0.23%	0.00%	+28.2%	Q2 2024
DEDeere & Co	$525K	0.21%	0.00%	Not reported	Q1 2024
COPConocophillips	$490K	0.20%	0.00%	-1.4%	Q4 2023
IAUMiShares Gold Trust Micro	$451K	0.18%	0.01%	Not reported	Q2 2025
NFLXNetflix Inc	$451K	0.18%	0.00%	+0.2%	Q1 2024
ZBRAZebra Technologies Corp	$418K	0.17%	0.00%	Not reported	Q4 2023
NVDANvidia Corp	$409K	0.16%	0.00%	+2.9%	Q1 2024
WELLWelltower Inc.	$408K	0.16%	0.00%	Not reported	Q4 2023
XYZBlock, Inc.	$405K	0.16%	Not reported	+0.9%	Q2 2024
ABBVAbbVie Inc.	$401K	0.16%	0.00%	-1.8%	Q4 2023
XOMExxonMobil Holdings Corp	$360K	0.14%	0.00%	Not reported	Q4 2023
APDAir Products & Chemicals, Inc.	$332K	0.13%	0.00%	-20.4%	Q4 2023
RYNRayonier Inc	$312K	0.13%	0.01%	+4.9%	Q4 2023
CSCOCisco Systems, Inc.	$305K	0.12%	0.00%	-13.0%	Q2 2024
MNKDMannkind Corp	$303K	0.12%	0.02%	Not reported	Q1 2024
RMDResmed Inc	$302K	0.12%	0.00%	Not reported	Q1 2024
LINLinde PLC	$275K	0.11%	0.00%	-36.0%	Q4 2023
BSTZBlackRock Science & Technology Term Trust	$272K	0.11%	Not reported	+3.7%	Q2 2024
GLDMWorld Gold Trust	$267K	0.11%	0.00%	+2.3%	Q1 2025
HGTYHagerty, Inc.	$250K	0.10%	0.01%	Not reported	Q2 2024
APHAmphenol Corp	$247K	0.10%	0.00%	Not reported	Q2 2024
NVONovo Nordisk A S	$219K	0.09%	Not reported	Not reported	Q4 2023

Q3 2025Reported Dec 9, 2025327 positions
BRK.BBerkshire Hathaway Inc	$39.4M	15.03%	Not reported	+2.5%	Q4 2023
AAPLApple Inc.	$13.7M	5.22%	0.00%	+2.9%	Q4 2023
VVisa Inc.	$7.49M	2.85%	0.00%	-4.6%	Q4 2023
MSFTMicrosoft Corp	$3.03M	1.16%	0.00%	+0.3%	Q4 2023
JNJJohnson & Johnson	$2.34M	0.89%	0.00%	-3.1%	Q4 2023
ARESAres Management Corp	$2.34M	0.89%	0.00%	-14.2%	Q1 2024
CVXChevron Corp	$2.29M	0.87%	0.00%	-4.8%	Q4 2023
WMTWalmart Inc.	$2.25M	0.86%	0.00%	0.0%	Q4 2023
PGPROCTER & GAMBLE Co	$2.21M	0.84%	0.00%	+1.1%	Q4 2023
EMREmerson Electric Co	$1.81M	0.69%	0.00%	-0.4%	Q4 2023
BDXBecton Dickinson & Co	$1.49M	0.57%	0.00%	-4.8%	Q4 2023
KOCoca Cola Co	$1.4M	0.53%	0.00%	Not reported	Q4 2023
IDXXIdexx Laboratories Inc	$1.37M	0.52%	0.00%	Not reported	Q4 2023
AMGNAmgen Inc	$1.34M	0.51%	0.00%	-0.5%	Q4 2023
PEPPepsico Inc	$1.34M	0.51%	0.00%	-10.4%	Q4 2023
YUMYum Brands Inc	$1.31M	0.50%	0.00%	+0.4%	Q4 2023
AMZNAmazon Com Inc	$1.29M	0.49%	0.00%	+51.0%	Q1 2024
GOOGLAlphabet Inc.	$1.14M	0.43%	0.00%	-13.8%	Q4 2023
UNPUnion Pacific Corp	$1.09M	0.42%	0.00%	-9.8%	Q4 2023
ADBEAdobe Inc.	$1.01M	0.39%	0.00%	+22.8%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$945K	0.36%	Not reported	+60.1%	Q4 2023
GOOGAlphabet Inc.	$930K	0.35%	Not reported	+142.4%	Q1 2024
METAMeta Platforms, Inc.	$908K	0.35%	Not reported	Not reported	Q2 2024
ECLEcolab Inc.	$876K	0.33%	0.00%	Not reported	Q4 2023
AONAon plc	$773K	0.29%	0.00%	-6.7%	Q4 2023
MAMastercard Inc	$660K	0.25%	0.00%	-0.2%	Q4 2023
EWBCEast West Bancorp Inc	$621K	0.24%	0.00%	Not reported	Q1 2024
NFLXNetflix Inc	$575K	0.22%	0.00%	Not reported	Q1 2024
DEDeere & Co	$515K	0.20%	0.00%	Not reported	Q1 2024
ZBRAZebra Technologies Corp	$512K	0.20%	0.00%	Not reported	Q4 2023
COPConocophillips	$503K	0.19%	0.00%	Not reported	Q4 2023
LINLinde PLC	$479K	0.18%	0.00%	-18.6%	Q4 2023
APDAir Products & Chemicals, Inc.	$461K	0.18%	0.00%	-19.2%	Q4 2023
XYZBlock, Inc.	$446K	0.17%	Not reported	Not reported	Q2 2024
AVGOBroadcom Inc.	$429K	0.16%	0.00%	+28.9%	Q2 2024
TSLATesla, Inc.	$425K	0.16%	0.00%	+80.4%	Q2 2024
ABBVAbbVie Inc.	$414K	0.16%	0.00%	Not reported	Q4 2023
IAUMiShares Gold Trust Micro	$404K	0.15%	0.01%	Not reported	Q2 2025
NVDANvidia Corp	$398K	0.15%	0.00%	+1.6%	Q1 2024
WELLWelltower Inc.	$391K	0.15%	0.00%	+0.3%	Q4 2023
RYNRayonier Inc	$365K	0.14%	0.01%	-42.1%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$354K	0.13%	Not reported	New	Q3 2025
RMDResmed Inc	$344K	0.13%	0.00%	Not reported	Q1 2024
XOMExxonMobil Holdings Corp	$337K	0.13%	0.00%	Not reported	Q4 2023
CCBCoastal Financial Corp	$314K	0.12%	0.02%	-17.1%	Q3 2024
CSCOCisco Systems, Inc.	$311K	0.12%	0.00%	+9.9%	Q2 2024
MNKDMannkind Corp	$287K	0.11%	0.02%	Not reported	Q1 2024
BSTZBlackRock Science & Technology Term Trust	$257K	0.10%	Not reported	+3.0%	Q2 2024
ORCLOracle Corp	$246K	0.09%	0.00%	Not reported	Q4 2024
NOBLNoble International, Ltd.	$244K	0.09%	Not reported	New	Q3 2025

Premium opens every quarter this fund has filed