Painted Porch Advisors LLC
CIK
2024585
Location
SANTA BARBARA, CA
Portfolio Value
Micro
$94,565,581
Diversification
Moderately concentrated
Filing Date
Global Rank
#5,802
/ 8,603
▲ 8
· as of Mar 2026
Top Industry
Insurance - Diversified
41.0%
3Y Alpha vs SPY
-8.0%
Period ended 3 months ago
Filed May 15, 2026 · 55d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+30.0%
SPY
+54.1%
Annualised alpha
-8.2%
Max drawdown
−12.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
44 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
40.3%
+2.5 pts
Top 5
67.2%
+2.1 pts
Top 10
78.3%
+2.8 pts
HHI
1,936
Moderately concentrated+180
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 51.0% | $48,250,157 |
| Technology | 18.6% | $17,561,934 |
| Healthcare | 8.4% | $7,914,078 |
| Consumer Defensive | 6.5% | $6,178,858 |
| Energy | 3.7% | $3,533,549 |
| Industrials | 3.5% | $3,291,213 |
| Consumer Cyclical | 2.2% | $2,105,518 |
| Communication Services | 1.8% | $1,747,627 |
| Unclassified | 1.8% | $1,690,761 |
| Basic Materials | 1.7% | $1,561,738 |
| Real Estate | 0.8% | $730,148 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ARES | Ares Management Corp | +5,671 | 20,306 | $2,215,384 | |
| BRK-B | Berkshire Hathaway Inc | +2,587 | 79,536 | $38,113,651 | |
| BSTZ | BlackRock Science & Technology Term Trust | +264 | 12,293 | $272,289 | |
| SPY | Spdr S&P 500 ETF Trust | +126 | 1,401 | $911,126 | |
| WMT | Walmart Inc. | +10 | 20,741 | $2,577,691 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −2,116 | 2,046 | $588,347 | |
| AAPL | Apple Inc. | −1,859 | 53,837 | $13,663,292 | |
| V | Visa Inc. | −1,467 | 19,704 | $5,955,336 | |
| JNJ | Johnson & Johnson | −753 | 11,714 | $2,863,370 | |
| CSCO | Cisco Systems, Inc. | −552 | 3,409 | $264,504 | |
| MA | Mastercard Inc | −551 | 545 | $272,314 | |
| COP | Conocophillips | −492 | 4,747 | $626,604 | |
| CVX | Chevron Corp | −426 | 14,050 | $2,906,945 | |
| EMR | Emerson Electric Co | −420 | 12,999 | $1,703,128 | |
| NFLX | Netflix Inc | −310 | 4,500 | $432,675 | |
| NVDA | Nvidia Corp | −304 | 1,888 | $329,267 | |
| AMZN | Amazon Com Inc | −241 | 3,882 | $808,504 | |
| ADBE | Adobe Inc. | −229 | 2,367 | $575,370 | |
| MSFT | Microsoft Corp | −218 | 5,389 | $1,994,846 | |
| KO | Coca Cola Co | −200 | 20,381 | $1,549,975 | |
| PG | PROCTER & GAMBLE Co | −185 | 14,201 | $2,051,192 | |
| META | Meta Platforms, Inc. | −112 | 1,270 | $726,605 | |
| ABBV | AbbVie Inc. | −92 | 1,664 | $361,903 | |
| DE | Deere & Co | −84 | 1,043 | $587,521 | |
| BDX | Becton Dickinson & Co | −70 | 7,450 | $1,171,363 | |
| YUM | Yum Brands Inc | −50 | 8,342 | $1,297,014 | |
| UNP | Union Pacific Corp | −50 | 4,124 | $1,000,564 | |
| AMGN | Amgen Inc | −25 | 4,732 | $1,664,954 | |
| GLDM | World Gold Trust | −7 | 3,121 | $289,285 | |
| WELL | Welltower Inc. | −7 | 2,189 | $432,787 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PEP | Pepsico Inc | 8,947 | $1,284,073 | |
| AVGO | Broadcom Inc. | 1,665 | $576,256 | |
| RMD | Resmed Inc | 1,255 | $302,291 | |
| APH | Amphenol Corp /De/ | 1,827 | $246,900 | |
| NVO | Novo Nordisk A S | 4,312 | $219,394 | |
| TSLA | Tesla, Inc. | 481 | $216,315 | |
| ABT | Abbott Laboratories | 1,678 | $210,236 | |
| ZG | Zillow Group, Inc. | 2,959 | $201,892 | |
| No positions match the current search. | ||||
44 positions ·
$94,565,581 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 79,536 | $38,113,651 | 40.30% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 53,837 | $13,663,292 | 14.45% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 19,704 | $5,955,336 | 6.30% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 14,050 | $2,906,945 | 3.07% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 11,714 | $2,863,370 | 3.03% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 20,741 | $2,577,691 | 2.73% | |
| ARES |
Ares Management Corp
Financial Services
|
Added | 20,306 | $2,215,384 | 2.34% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 14,201 | $2,051,192 | 2.17% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 5,389 | $1,994,846 | 2.11% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 12,999 | $1,703,128 | 1.80% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 4,732 | $1,664,954 | 1.76% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 20,381 | $1,549,975 | 1.64% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Reduced | 8,342 | $1,297,014 | 1.37% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
Held | 2,150 | $1,208,063 | 1.28% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Reduced | 7,450 | $1,171,363 | 1.24% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 4,124 | $1,000,564 | 1.06% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,401 | $911,126 | 0.96% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Held | 3,200 | $851,264 | 0.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,882 | $808,504 | 0.85% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,270 | $726,605 | 0.77% | |
| COP |
Conocophillips
Energy
|
Reduced | 4,747 | $626,604 | 0.66% | |
| EWBC |
East West Bancorp Inc
Financial Services
|
Held | 5,838 | $623,264 | 0.66% | |
| AON |
Aon plc
Financial Services
|
Held | 1,864 | $601,661 | 0.64% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,046 | $588,347 | 0.62% | |
| DE |
Deere & Co
Industrials
|
Reduced | 1,043 | $587,521 | 0.62% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 2,367 | $575,370 | 0.61% | |
| IAUM |
iShares Gold Trust Micro
|
Held | 10,500 | $490,350 | 0.52% | |
| WELL |
Welltower Inc.
Real Estate
|
Reduced | 2,189 | $432,787 | 0.46% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 4,500 | $432,675 | 0.46% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Held | 1,345 | $390,709 | 0.41% | |
| XYZ |
Block, Inc.
Technology
|
Held | 6,225 | $374,620 | 0.40% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 1,664 | $361,903 | 0.38% | |
| ZBRA |
Zebra Technologies Corp
Technology
|
Held | 1,722 | $360,035 | 0.38% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,888 | $329,267 | 0.35% | |
| LIN |
Linde PLC
Basic Materials
|
Held | 645 | $319,765 | 0.34% | |
| WAT |
Waters Corp /De/
Healthcare
|
NEW | 1,028 | $306,138 | 0.32% | |
| RYN |
Rayonier Inc
Real Estate
|
Held | 14,421 | $297,361 | 0.31% | |
| GLDM |
World Gold Trust
|
Reduced | 3,121 | $289,285 | 0.31% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 545 | $272,314 | 0.29% | |
| BSTZ |
BlackRock Science & Technology Term Trust
Financial Services
|
Added | 12,293 | $272,289 | 0.29% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 3,409 | $264,504 | 0.28% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 1,724 | $207,379 | 0.22% | |
| HGTY |
Hagerty, Inc.
Financial Services
|
Held | 18,638 | $196,258 | 0.21% | |
| MNKD |
Mannkind Corp
Healthcare
|
Held | 53,432 | $130,908 | 0.14% |