Painted Porch Advisors LLC

CIK

2024585

Location

SANTA BARBARA, CA

Portfolio Value

Micro $1,561,738

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,814 / 8,588 ▲ 3

Top Industry

Insurance - Diversified 40.8%

3Y Alpha vs SPY

-9.6%

Period ended 3 months ago

Filed May 15, 2026 · 33d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+27.3%

SPY

+54.6%

Annualised alpha

-9.6%

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

45 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

40.1%

+2.4 pts

Top 5

66.8%

+2.0 pts

Top 10

77.9%

+2.6 pts

HHI

1,915

Moderately concentrated+171

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	50.7%	$48,250,157	8
Technology	18.5%	$17,561,934	7
Healthcare	8.3%	$7,914,078	8
Consumer Defensive	6.5%	$6,178,858	3
Energy	4.3%	$4,068,147	3
Industrials	3.5%	$3,291,213	3
Consumer Cyclical	2.2%	$2,105,518	2
Communication Services	1.8%	$1,747,627	3
Unclassified	1.8%	$1,690,761	3
Basic Materials	1.6%	$1,561,738	3
Real Estate	0.8%	$730,148	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
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
XOM	Exxon Mobil Corp	+163	3,151	$534,598
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
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
WELL	Welltower Inc.	−7	2,189	$432,787
GLDM	World Gold Trust	−7	3,121	$289,285
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
WAT	Waters Corp /De/	1,028	$306,138
MRK	Merck & Co., Inc.	1,724	$207,379
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
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.

Portfolio Positions

Compact Export CSV View 13F filing

3 positions · $1,561,738 total · Basic Materials only · 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)	% Δ Value	% of Portfolio
LIN	Linde PLC Basic Materials	Held	645	$319,765	+16.3%	20.47%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	1,345	$390,709	+17.6%	25.02%
ECL	Ecolab Inc. Basic Materials	Held	3,200	$851,264	+1.3%	54.51%