Painted Porch Advisors LLC

CIK

2024585

Location

SANTA BARBARA, CA

Portfolio Value

Small $101,894,504

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,913 / 8,517 ▲ 161

Top Industry

Insurance - Diversified 40.2%

3Y Alpha vs SPY

-1.8%

Period ended 46 days ago

Filed Jul 24, 2026 · 22d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+47.8%

SPY

+55.7%

Annualised alpha

-2.5%

Max drawdown

−12.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

49 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

39.3%

+0.6 pts

Top 5

66.4%

+1.9 pts

Top 10

76.4%

+1.2 pts

HHI

1,872

Moderately concentrated+83

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	52.2%	$53,168,822	10
Technology	19.2%	$19,554,342	7
Healthcare	8.4%	$8,520,635	9
Consumer Defensive	5.8%	$5,887,130	3
Industrials	3.8%	$3,837,825	4
Energy	2.8%	$2,822,426	2
Unclassified	2.3%	$2,339,531	4
Consumer Cyclical	2.1%	$2,151,534	2
Communication Services	1.5%	$1,483,546	3
Basic Materials	1.3%	$1,324,998	3
Real Estate	0.8%	$803,715	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
JNJ	Johnson & Johnson	+774	12,488	$3,171,577
CSCO	Cisco Systems, Inc.	+553	3,962	$465,376
BRK-B	Berkshire Hathaway Inc	+391	79,927	$39,994,671
GLDM	World Gold Trust	+294	3,415	$271,219
BSTZ	BlackRock Science & Technology Term Trust	+211	12,504	$375,495
MRK	Merck & Co., Inc.	+210	1,934	$248,519
KO	Coca Cola Co	+8	20,389	$1,657,014
SPY	Spdr S&P 500 ETF Trust	+5	1,406	$1,049,958
ARES	Ares Management Corp	+1	20,307	$2,260,372
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−4,045	1,821	$650,770
WMT	Walmart Inc.	−1,776	18,965	$2,147,975
ECL	Ecolab Inc.	−800	2,400	$668,664
NFLX	Netflix Inc	−489	4,011	$286,385
AMZN	Amazon Com Inc	−450	3,432	$817,982
V	Visa Inc.	−439	19,265	$6,609,628
MSFT	Microsoft Corp	−434	4,955	$1,848,314
META	Meta Platforms, Inc.	−300	970	$546,391
APD	Air Products & Chemicals, Inc.	−248	1,097	$321,618
AAPL	Apple Inc.	−95	53,742	$15,550,785
UNP	Union Pacific Corp	−86	4,038	$1,098,336
NVDA	Nvidia Corp	−68	1,820	$364,163
DE	Deere & Co	−16	1,027	$651,456
ADBE	Adobe Inc.	−10	2,357	$483,232
PG	PROCTER & GAMBLE Co	−2	14,199	$2,082,141
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
NTRS	Northern Trust Corp	10,362	$1,801,330
GLD	Spdr Gold Trust	1,624	$598,249
MU	Micron Technology Inc	320	$369,372
LLY	ELI LILLY & Co	229	$274,669
JPM	Jpmorgan Chase & Co	774	$253,353
GE	General Electric Co	608	$227,227
NVO	Novo Nordisk A S	4,312	$206,717
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
VEU	Vanguard FTSE All-World Ex-US ETF	13,441	$1,009,419
DCOR	Dimensional US Core Equity 1 ETF	10,572	$762,029
XOM	ExxonMobil Holdings Corp	3,151	$534,598
ZBRA	Zebra Technologies Corp	1,722	$360,035
VB	Vanguard Morningstar Small-Cap ETF	1,276	$334,209
WAT	Waters Corp /De/	1,028	$306,138
ZG	Zillow Group, Inc.	4,997	$206,775
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 tracked positions · $101,894,504 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	79,927	+391	$39,994,671	+4.9%	39.25%
AAPL	Apple Inc. Technology	Reduced	53,742	-95	$15,550,785	+13.8%	15.26%
V	Visa Inc. Financial Services	Reduced	19,265	-439	$6,609,628	+11.0%	6.49%
JNJ	Johnson & Johnson Healthcare	Added	12,488	+774	$3,171,577	+10.8%	3.11%
CVX	Chevron Corp Energy	Held	14,050	0	$2,328,928	−19.9%	2.29%
ARES	Ares Management Corp Financial Services	Added	20,307	+1	$2,260,372	+2.0%	2.22%
WMT	Walmart Inc. Consumer Defensive	Reduced	18,965	-1,776	$2,147,975	−16.7%	2.11%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	14,199	-2	$2,082,141	+1.5%	2.04%
EMR	Emerson Electric Co Industrials	Held	12,999	0	$1,860,806	+9.3%	1.83%
MSFT	Microsoft Corp Technology	Reduced	4,955	-434	$1,848,314	−7.3%	1.81%
NTRS	Northern Trust Corp Financial Services	NEW	10,362	NEW	$1,801,330	NEW	1.77%
AMGN	Amgen Inc Healthcare	Held	4,732	0	$1,713,551	+2.9%	1.68%
KO	Coca Cola Co Consumer Defensive	Added	20,389	+8	$1,657,014	+6.9%	1.63%
YUM	Yum Brands Inc Consumer Cyclical	Held	8,342	0	$1,333,552	+2.8%	1.31%
IDXX	Idexx Laboratories Inc /De Healthcare	Held	2,150	0	$1,131,846	−6.3%	1.11%
BDX	Becton Dickinson & Co Healthcare	Held	7,450	0	$1,127,408	−3.8%	1.11%
UNP	Union Pacific Corp Industrials	Reduced	4,038	-86	$1,098,336	+9.8%	1.08%
SPY	Spdr S&P 500 ETF Trust	Added	1,406	+5	$1,049,958	+15.2%	1.03%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,432	-450	$817,982	+1.2%	0.80%
EWBC	East West Bancorp Inc Financial Services	Held	5,838	0	$753,627	+20.9%	0.74%
ECL	Ecolab Inc. Basic Materials	Reduced	2,400	-800	$668,664	−21.5%	0.66%
DE	Deere & Co Industrials	Reduced	1,027	-16	$651,456	+10.9%	0.64%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,821	-4,045	$650,770	−61.4%	0.64%
AON	Aon plc Financial Services	Held	1,864	0	$618,270	+2.8%	0.61%
GLD	Spdr Gold Trust	NEW	1,624	NEW	$598,249	NEW	0.59%
META	Meta Platforms, Inc. Communication Services	Reduced	970	-300	$546,391	−24.8%	0.54%
WELL	Welltower Inc. Real Estate	Held	2,189	0	$496,837	+14.8%	0.49%
COP	Conocophillips Energy	Held	4,747	0	$493,498	−21.2%	0.48%
ADBE	Adobe Inc. Technology	Reduced	2,357	-10	$483,232	−16.0%	0.47%
XYZ	Block, Inc. Technology	Held	6,225	0	$473,100	+26.3%	0.46%
CSCO	Cisco Systems, Inc. Technology	Added	3,962	+553	$465,376	+75.9%	0.46%
IAUM	iShares Gold Trust Micro	Held	10,500	0	$420,105	−14.3%	0.41%
ABBV	AbbVie Inc. Healthcare	Held	1,664	0	$418,728	+15.7%	0.41%
BSTZ	BlackRock Science & Technology Term Trust Financial Services	Added	12,504	+211	$375,495	+37.9%	0.37%
MU	Micron Technology Inc Technology	NEW	320	NEW	$369,372	NEW	0.36%
NVDA	Nvidia Corp Technology	Reduced	1,820	-68	$364,163	+10.6%	0.36%
LIN	Linde PLC Basic Materials	Held	645	0	$334,716	+4.7%	0.33%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	1,097	-248	$321,618	−17.7%	0.32%
RYN	Rayonier Inc Real Estate	Held	14,421	0	$306,878	+3.2%	0.30%
NFLX	Netflix Inc Communication Services	Reduced	4,011	-489	$286,385	−33.8%	0.28%
MA	Mastercard Inc Financial Services	Held	545	0	$279,912	+2.8%	0.27%
LLY	ELI LILLY & Co Healthcare	NEW	229	NEW	$274,669	NEW	0.27%
GLDM	World Gold Trust	Added	3,415	+294	$271,219	−6.2%	0.27%
JPM	Jpmorgan Chase & Co Financial Services	NEW	774	NEW	$253,353	NEW	0.25%
MRK	Merck & Co., Inc. Healthcare	Added	1,934	+210	$248,519	+19.8%	0.24%
MNKD	Mannkind Corp Healthcare	Held	53,432	0	$227,620	+73.9%	0.22%
GE	General Electric Co Industrials	NEW	608	NEW	$227,227	NEW	0.22%
HGTY	Hagerty, Inc. Financial Services	Held	18,638	0	$222,164	+13.2%	0.22%
NVO	Novo Nordisk A S Healthcare	NEW	4,312	NEW	$206,717	NEW	0.20%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.